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 INVESTMENTS1+ years Service code 28 · EIN 23-1707341 | Investment Management | $1,582,618 |
THE SEGAL COMPANY1+ years Filed as: SIBSON CONSULTING Service code 11 · EIN 06-0839113 | Actuarial | $186,808 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 18 · EIN 41-0449260 | Direct payment from the plan; Custodi... | $122,067 |
NOVAK FRANCELLA LLC1+ years Filed as: NOVAK FRANCELLA Service code 10 · EIN 61-1436956 | Accounting | $47,000 |
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.
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 | $35,636-100.0% | $110,523-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 47.6%-47.6pp | 1.8%-1.8pp |
| Annual return | 12.53% | 7.18%+5.4pp | 1.69%+10.8pp | 7.18%+5.4pp |
| Employer contribution / active EE | $59,761 | $13,095+356.4% | $24,295+146.0% | $13,095+356.4% |
| Participant deferral / active EE | $4,436 | $385+1053.3% | $1,031+330.2% | $385+1053.3% |
| Admin fee / account holder | $0 | $362-100.0% | $1,392-100.0% | $362-100.0% |