Filed November 15, 2001 (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 |
|---|---|---|
SEI INVESTMENTS3 years Filed as: SEI INVESTMENTS MANAGEMENT CORP Service code 28 · EIN 04-2452803 | Investment Management | $240,392 |
WILLIS TOWERS WATSON US LLC3 years Service code 11 · EIN 53-0181291 | Actuarial | $59,558 |
GRANT THORNTON LLP2 years Service code 10 · EIN 36-6055558 | Accounting | $23,830 |
US BANK3 years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841368 | Bank Trustee | $19,857 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $10,873 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $157,677-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 28.6%-28.6pp | 0.0%0pp |
| Annual return | 7.04% | 8.76%-1.7pp | 8.39%-1.3pp | 8.76%-1.7pp |
| Employer contribution / active EE | $9,932 | $16,627-40.3% | $41,487-76.1% | $16,627-40.3% |
| Participant deferral / active EE | $0 | $888-100.0% | $40-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $3,303-100.0% | - |