Filed August 4, 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 8-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 INVESTMENTS5+ years Filed as: SEI TRUST COMPANY Service code 28 · EIN 06-1271230 | Investment Management | $290,803 |
Filed as: WILLIS TOWERS WATSON S LLC Service code 17 · EIN 53-0181291 | Pension Consulting | $196,637 |
THE CAFARO GROUP LLC1 year Filed as: THE CAFARO GROUP, LLC Service code 11 · EIN 20-1963865 | Actuarial | $42,169 |
KREISCHER MILLER5+ years Service code 10 · EIN 23-1980475 | Accounting | $11,800 |
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 | $58,463-100.0% | $133,543,011-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 8.0%-8.0pp | 13.0%-13.0pp |
| Annual return | 14.14% | 12.80%+1.3pp | 29.77%-15.6pp | 13.59%+0.6pp |
| Employer contribution / active EE | $318,750 | $11,862+2587.1% | $33,607+848.5% | $14,592+2084.5% |
| Participant deferral / active EE | $0 | $86-100.0% | $96-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $325-100.0% | $835,310-100.0% | $29,657-100.0% |