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 |
|---|---|---|
HARBRIDGE CONSULTING GROUP, LLC1+ years Filed as: HARBRIDGE CONSULTING GROUP Service code 11 · EIN 30-0192194 6 RHOADS DRIVE SUITE 7 · UTICA, NY 13502 | Actuarial | $7,770 |
SEI INVESTMENTS1+ years Filed as: SEI PRIVATE TRUST Service code 18 · EIN 06-1271230 ONE FREEDOM VALLEY DR · OAKS, PA 19456 | Custodial (other than securities); Tr... | $6,562 |
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 | $224,372-100.0% | $219,333-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 47.3%-47.3pp | 42.3%-42.3pp | 48.7%-48.7pp |
| Annual return | -1.67% | -2.14%+0.5pp | -2.00%+0.3pp | -2.16%+0.5pp |
| Employer contribution / active EE | $11,176 | $37,316-70.0% | $34,470-67.6% | $42,957-74.0% |
| Participant deferral / active EE | $0 | $32-100.0% | $34-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $5,081-100.0% | $5,362-100.0% | $12,572-100.0% |