Filed January 15, 2009 (most recent of 3 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 INVESTMENTS1 year Filed as: SEI TRUST COMPANY Service code 14 · EIN 06-1271230 1 FREEDDOM VALLY DRIVE · OAKS, PA 19456 | Plan Administrator | $249,883 |
BPAS1 year Filed as: BPAS ACTUARIAL & PENISON SERVICES Service code 11 · EIN 30-0192194 6 RHOADS DRIVE · UTICA, NY 13502 | Actuarial | $92,921 |
Filed as: ARNETT CARBIS TOOTHMAN Service code 10 · EIN 55-0486667 2599 WILMINGTON ROAD · NEW CASTLE, PA 16105 | Accounting | $11,932 |
COHEN & GRIGSBY1 year Service code 29 · EIN 25-1491692 625 LIBERTY AVE · PITTSBURGH, PA 152223152 | Legal | $6,265 |
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 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 | $381,942,733-100.0% | $219,466-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.6%-44.6pp | 0.0%0pp |
| Annual return | 6.56% | 9.41%-2.9pp | 5.00%+1.6pp | 9.19%-2.6pp |
| Employer contribution / active EE | $2,538 | $8,353-69.6% | $35,918-92.9% | $12,608-79.9% |
| Participant deferral / active EE | $0 | $340-100.0% | $75-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,204-100.0% | $2,655,710-100.0% |