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 INVESTMENTS8+ years Service code 15 · EIN 23-1707341 | Recordkeeping | $605,043 |
AON CONSULTING1 year Filed as: AON PLC Service code 11 · EIN 36-2235791 | Actuarial | $210,635 |
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 | $3,299,877-100.0% | $191,373-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 2.3%-2.3pp |
| Annual return | 9.62% | 9.42%+0.2pp | 8.46%+1.2pp | 37.74%-28.1pp |
| Employer contribution / active EE | $0 | $16,284-100.0% | $25,175-100.0% | $15,781-100.0% |
| Participant deferral / active EE | $117 | $512-77.2% | $181-35.4% | $732-84.1% |
| Admin fee / account holder | $0 | $9,287-100.0% | $730-100.0% | $9,287-100.0% |