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 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... | $342,250 |
HARBRIDGE CONSULTING GROUP, LLC1+ years Filed as: HARBRIDGE Service code 11 · EIN 30-0192194 6 RHOADS DRIVE SUITE 7 · UTICA, NY 13502 | Actuarial | $79,030 |
ARNETT CARBIS TOOTHMAN LLP1+ years Filed as: ARNET CARBIS TOOTHMAN LLP Service code 10 · EIN 55-0486667 2599 WILMINGTON ROAD · NEW CASTLE, PA 16105 | Accounting | $32,100 |
BUCK GLOBAL, LLC1+ years Filed as: BUCK CONSULTING LLC Service code 11 · EIN 13-3954297 500 GRANT AVENUE SUITE 2900 · PITTSBURGH, PA 152192513 | Actuarial | $17,812 |
COHEN & GRIGSBY1+ years Service code 29 · EIN 25-1491692 625 LIBERTY AVENUE · PITTSBURGH, PA 152223152 | Legal | $12,810 |
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 | $14,096,330-100.0% | $219,333-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 0.0%0pp |
| Annual return | -1.18% | 4.01%-5.2pp | -2.00%+0.8pp | 1.67%-2.9pp |
| Employer contribution / active EE | $4,489 | $6,352-29.3% | $34,470-87.0% | $10,506-57.3% |
| Participant deferral / active EE | $0 | $452-100.0% | $34-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $5,362-100.0% | $66,276-100.0% |