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.
| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS2+ years Filed as: SEI PRIVATE TRUST Service code 18 · EIN 06-1271230 ONE FREEDOM VALLEY DR · OAKS, PA 19456 | Custodial (other than securities); Tr... | $365,806 |
BPAS1 year Filed as: BPAS ACTUARIAL & PENSION SERVICES Service code 11 · EIN 30-0192194 6 RHOADS DRIVE SUITE 7 · UTICA, NY 13502 | Actuarial | $143,111 |
ARNETT CARBIS TOOTHMAN LLP2+ years Filed as: ARNET CARBIS TOOTHMAN LLP Service code 10 · EIN 55-0486667 2599 WILMINGTON ROAD · NEW CASTLE, PA 16105 | Accounting | $18,375 |
COHEN & GRIGSBY2+ years Service code 29 · EIN 25-1491692 625 LIBERTY AVENUE · PITTSBURGH, PA 152223152 | Legal | $10,525 |
| 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 | 6.49% | 9.41%-2.9pp | 5.00%+1.5pp | 9.19%-2.7pp |
| Employer contribution / active EE | $3,001 | $8,353-64.1% | $35,918-91.6% | $12,608-76.2% |
| 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% |