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 INVESTMENTS9+ years Service code 15 · EIN 23-1707341 | Recordkeeping | $605,748 |
AON CONSULTING2 years Filed as: AON PLC Service code 11 · EIN 36-2235791 | Actuarial | $220,820 |
BDO USA, LLP1 year Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $60,871 |
USI CONSULTING GROUP1 year Filed as: USI Service code 11 · EIN 06-1053228 | Actuarial | $8,260 |
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 | $0 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 19.83% | 3.60%+16.2pp | 4.95%+14.9pp | 8.76%+11.1pp |
| Employer contribution / active EE | $0 | $20,793-100.0% | $20,917-100.0% | $16,627-100.0% |
| Participant deferral / active EE | $103 | $598-82.8% | $188-45.1% | $888-88.4% |
| Admin fee / account holder | $0 | $0 | - | - |