Filed June 14, 2006 (most recent of 2 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 |
|---|---|---|
SEI INVESTMENTS4+ years Service code 21 · EIN 04-2452803 1 FREEDOM DRIVE · OAKS, PA 19456 | Bank Trustee | $73,690 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 11 · EIN 42-0127290 711 HIGH STREET · DES MOINES, IA 50392 | Actuarial | $22,500 |
BAKER TILLY US, LLP1 year Filed as: BAKER, TILLY, VIRCHOW & KRAUSE, LLP Service code 10 · EIN 39-0859910 20 STANWIX STREET · PITTSBURGH, PA 15222 | Accounting | $9,851 |
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 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 | $48,087-100.0% | $157,466-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 11.9%-11.9pp | 14.6%-14.6pp |
| Annual return | -6.40% | -2.83%-3.6pp | 12.68%-19.1pp | 10.56%-17.0pp |
| Employer contribution / active EE | $9,787 | $11,770-16.8% | $22,860-57.2% | $13,643-28.3% |
| Participant deferral / active EE | $0 | $39-100.0% | $123-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,275-100.0% | $2,825-100.0% | $3,354-100.0% |