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 INVESTMENTS7+ years Service code 15 · EIN 23-1707341 | Recordkeeping | $647,941 |
AON CONSULTING2 years Filed as: AON HEWITT ASSOCIATES, LLC Service code 11 · EIN 36-2235791 | Actuarial | $239,651 |
FINDLEY7+ years Filed as: FINDLEY DAVIES Service code 11 · EIN 34-1213174 | 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $164,233-100.0% | - | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | -16.55% | -17.19%+0.6pp | 179.55%-196.1pp | 2.77%-19.3pp |
| Employer contribution / active EE | $0 | $23,110-100.0% | $24,917-100.0% | $15,262-100.0% |
| Participant deferral / active EE | $201 | $550-63.5% | $463-56.6% | $691-70.9% |
| Admin fee / account holder | $0 | $1,015-100.0% | - | $1,015-100.0% |