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 |
|---|---|---|
Filed as: SEI INVESTMENT MANAGEMENT CORP. Service code 28 · EIN 04-2452803 1 FREEDOM VALLEY DRIVE · OAKS, PA 19456 | Investment Management | $839,510 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON PENNSYLVANIA, INC Service code 11 · EIN 53-0181291 600 GRANT ST., SUITE 4940 · PITTSBURGH, PA 152192742 | Actuarial | $147,403 |
SEI INVESTMENTS2+ years Filed as: SEI PRIVATE TRUST COMPANY Service code 21 · EIN 23-3060382 1 FREEDOM VALLEY DRIVE · OAKS, PA 19456 | Bank Trustee | $22,503 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | 7.50% | 9.41%-1.9pp | 5.00%+2.5pp | 9.19%-1.7pp |
| Employer contribution / active EE | $1,042 | $8,353-87.5% | $35,918-97.1% | $12,608-91.7% |
| 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% |