Filed December 8, 1992
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 INVESTMENTS3+ years Service code 15 · EIN 23-1707341 1 FREEDOM VALLEY DRIVE · OAKS, PA 19456 | Recordkeeping | $377,014 |
HEWITT ASSOCIATES LLC1 year Filed as: HEWITT ASSOCIATES, LLC Service code 11 · EIN 36-2235791 400 ATRIUM WAY · SOMERSET, NJ 08873 | Actuarial | $42,735 |
BAKER TILLY US, LLP3+ years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 11 · EIN 39-0859910 100 WALNUT AVENUE, SUITE 200 · CLARK, NJ 07066 | Actuarial | $14,475 |
FINDLEY3+ years Filed as: FINDLEY DAVIES Service code 11 · EIN 34-1213174 1 SEAGATE SUITE 2050 · TOLDEDO, OH 43604 | Actuarial | $14,160 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $18,026,966-100.0% | $221,583-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 4.3%-4.3pp | 1.8%-1.8pp |
| Annual return | 6.06% | -5.24%+11.3pp | -6.55%+12.6pp | 0.19%+5.9pp |
| Employer contribution / active EE | $0 | $21,507-100.0% | $21,653-100.0% | $13,763-100.0% |
| Participant deferral / active EE | $117 | $326-64.2% | $160-26.8% | $804-85.4% |
| Admin fee / account holder | $0 | $426-100.0% | $1,920-100.0% | $426-100.0% |