Filed September 26, 2000 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS10+ years Service code 28 · EIN 23-1707341 | Investment Management | $2,890,714 |
THE SEGAL COMPANY5 years Service code 11 · EIN 13-1835864 | Actuarial | $88,017 |
DELAWARE INVESTMENTS4 years Filed as: DELAWARE CHARTER GUARANTEE & TRUST Service code 18 · EIN 51-0099493 | Direct payment from the plan; Other i... | $66,883 |
NOVAK FRANCELLA LLC1 year Service code 10 · EIN 61-1436956 | Accounting | $64,700 |
See 1 actuary disclosure. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $36,224-100.0% | $205,371-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 53.4%-53.4pp | 2.1%-2.1pp |
| Annual return | 1.02% | 9.14%-8.1pp | 6.25%-5.2pp | 9.14%-8.1pp |
| Employer contribution / active EE | $20,921 | $19,963+4.8% | $26,962-22.4% | $19,963+4.8% |
| Participant deferral / active EE | $5,539 | $919+502.6% | $517+972.0% | $919+502.6% |
| Admin fee / account holder | $0 | $200-100.0% | $13,227-100.0% | $200-100.0% |