Filed October 24, 2006 (most recent of 4 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 9-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 |
|---|---|---|
JP MORGAN INVESTMENT MANAGEMENT INC10+ years Filed as: SEI INVESTMENT MANAGEMENT CORP. Service code 28 · EIN 04-2452803 1 FREEDOM VALLEY DRIVE · OAKS, PA 19456 | Investment Management | $309,996 |
WILLIS TOWERS WATSON US LLC8 years Filed as: TOWERS WATSON, INC Service code 11 · EIN 53-0181291 600 GRANT ST., SUITE 4940 · PITTSBURGH, PA 152192742 | Actuarial | $105,876 |
SEI INVESTMENTS10+ years Filed as: SEI PRIVATE TRUST COMPANY Service code 21 · EIN 23-3060382 1 FREEDOM VALLEY DRIVE · OAKS, PA 19456 | Bank Trustee | $11,831 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $334,201-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.9%-43.9pp | 0.0%0pp |
| Annual return | 7.07% | 8.50%-1.4pp | 9.84%-2.8pp | 8.76%-1.7pp |
| Employer contribution / active EE | $10,671 | $11,009-3.1% | $30,320-64.8% | $16,627-35.8% |
| Participant deferral / active EE | $0 | $240-100.0% | $66-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $53,213-100.0% | - |