Filed December 5, 2002 (most recent of 3 filings on file)
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 7-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 INVESTMENTS1+ years Filed as: SEI INVESTMENT COMPANY Service code 21 · EIN 23-1707341 | Bank Trustee | $207,708 |
CAMMACK LARHETTE ADVISORS1+ years Filed as: CAMMACK RETIREMENT GROUP Service code 11 · EIN 13-3052851 | Actuarial | $130,630 |
NORTHERN TRUST COMPANY1+ years Filed as: NORTHERN TRUST INTERNATIONAL BANK Service code 27 · EIN 36-1561816 | Advisory (Plan) | $24,053 |
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.
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 | $3,370,408-100.0% | $428,620-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 1.2%-1.2pp |
| Annual return | 13.16% | 15.61%-2.5pp | 20.73%-7.6pp | 53.27%-40.1pp |
| Employer contribution / active EE | $3,591 | $10,773-66.7% | $36,500-90.2% | $14,774-75.7% |
| Participant deferral / active EE | $0 | $68-100.0% | $77-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $7,495-100.0% | $13,289-100.0% |