Filed September 3, 2013 (most recent of 4 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 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 INVESTMENTS2+ years Service code 11 · EIN 23-1707341 | Actuarial | $806,510 |
THE CONCORD ADVISORY GROUP2+ years Filed as: THE CONCORD ADVISORY GROUP, LTD Service code 27 · EIN 22-3039644 | Advisory (Plan) | $87,131 |
STATE STREET GLOBAL ADVISORS2+ years Service code 27 · EIN 04-1867445 | Advisory (Plan) | $61,493 |
THE SAVITZ ORGANIZATION1 year Service code 11 · EIN 23-1700844 | Actuarial | $28,475 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF NEW YORK Service code 27 · EIN 13-2614959 | Advisory (Plan) | $28,109 |
NEUBERGER BERMAN2+ years Filed as: NEUBERGER BERMAN, LLC Service code 27 · EIN 20-4797982 | Advisory (Plan) | $20,426 |
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 | $381,942,733-100.0% | $219,466-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.6%-44.6pp | 0.0%0pp |
| Annual return | 9.34% | 9.41%-0.1pp | 5.00%+4.3pp | 9.19%+0.1pp |
| Employer contribution / active EE | $6,142 | $8,353-26.5% | $35,918-82.9% | $12,608-51.3% |
| Participant deferral / active EE | $0 | $340-100.0% | $75-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,204-100.0% | $2,655,710-100.0% |