Filed April 21, 2005 (most recent of 6 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 Filed as: SEI INVESTMENT Service code 21 · EIN 04-2452803 | Bank Trustee | $917,726 |
HARRIS2+ years Filed as: HARRIS BANK Service code 11 500 HALF DAY RD · BUFFALO GROVE, IL 60089 | Actuarial | $527,322 |
Filed as: UBS Service code 17 700 W 47TH STREET · KANSAS, MO 64112 | Pension Consulting | $90,000 |
Filed as: BANK OF AMERICA Service code 13 100 NORTH TRYON STREET · CHARLOTTE, NC 28255 | Contract Administrator | $6,705 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $35,636-100.0% | $151,941-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 1.8%-1.8pp |
| Annual return | 10.31% | 17.94%-7.6pp | 5.44%+4.9pp | 7.18%+3.1pp |
| Employer contribution / active EE | $20,534 | $12,263+67.4% | $25,481-19.4% | $13,095+56.8% |
| Participant deferral / active EE | $0 | $388-100.0% | $65-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $11,765-100.0% | $362-100.0% |