Filed December 21, 2016 (most recent of 5 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 INVESTMENTS10+ years Filed as: SEI TRUST COMPANY Service code 19 · EIN 23-2850245 | Securities Custodian | $174,020 |
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.
Employer contribution per participant 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 | $0 | $414,698-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 46.8%-46.8pp | 0.0%0pp |
| Annual return | 8.66% | 10.71%-2.0pp | 8.80%-0.1pp | 10.71%-2.0pp |
| Employer contribution / active EE | $2,874 | $14,986-80.8% | $29,429-90.2% | $14,986-80.8% |
| Participant deferral / active EE | $0 | $1,686-100.0% | $58-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | $10,933-100.0% | - |