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 INVESTMENTS5+ years Service code 15 1 FREEDOM DRIVE · OAKS, PA 19456 | Recordkeeping | $455,007 |
HEWITT ASSOCIATES LLC3 years Filed as: HEWITT ASSOCIATES, LLC Service code 11 · EIN 36-2235791 400 ATRIUM WAY · SOMERSET, NJ 08873 | Actuarial | $30,941 |
BAKER TILLY US, LLP1 year Service code 11 · EIN 39-0859910 100 WALNUT AVENUE SUITE 200 · CLARK, NJ 07066 | Actuarial | $18,550 |
FINDLEY5+ years Filed as: FINDLEY DAVIES Service code 11 · EIN 34-1213174 1 SEAGATE DRIVE, SUITE 2050 · TOLEDO, OH 43604 | Actuarial | $7,080 |
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 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 | $2,822,362-100.0% | $733,756-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.1%-3.1pp | 0.6%-0.6pp |
| Annual return | 10.59% | 14.11%-3.5pp | 8.35%+2.2pp | 11.45%-0.9pp |
| Employer contribution / active EE | $0 | $29,055-100.0% | $27,010-100.0% | $17,219-100.0% |
| Participant deferral / active EE | $74 | $297-75.0% | $180-58.7% | $357-79.1% |
| Admin fee / account holder | $0 | $15,480-100.0% | $19,421-100.0% | $15,480-100.0% |