Filed June 14, 2006 (most recent of 2 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 |
|---|---|---|
PBGC PREMIUM8+ years Filed as: PBGC Service code 23 · EIN 23-0691815 | Insurance services | $122,176 |
ERNST & YOUNG LLP8+ years Filed as: ERNST & YOUNG Service code 11 · EIN 23-2140960 ONE COMMERCE SQUARE · PHILADELPHIA, PA 19103 | Actuarial | $61,600 |
SEI INVESTMENTS8+ years Filed as: SEI Service code 20 · EIN 23-3060382 | Trustee (individual) | $38,439 |
TORRILLO & ASSOCIATES, LLC5 years Filed as: BOYER & RITTER Service code 10 · EIN 23-1311005 211 HOUSE AVENUE · CAMP HILL, PA 17011 | Accounting | $12,000 |
Filed as: MONTGOMERY MCCRACKEN WALKER & RHOAD Service code 29 · EIN 23-0888490 1735 MARKET STREET · PHILADELPHIA, PA 19103 | Legal | $9,016 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $0 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $107,032-100.0% | $344,859-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.5%-23.5pp | 9.9%-9.9pp |
| Annual return | -16.85% | -8.20%-8.7pp | -8.02%-8.8pp | -5.25%-11.6pp |
| Employer contribution / active EE | $6,000 | $6,164-2.7% | $29,748-79.8% | $15,166-60.4% |
| Participant deferral / active EE | $0 | $0 | $13-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $3,859-100.0% | $388-100.0% | $3,859-100.0% |