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 INVESTMENTS1+ years Filed as: SEI INVESTMENTS MANAGEMENT CORP Service code 21 · EIN 04-2452803 1 FREEDOM VALLEY DRVIE · OAKS, PA 19456 | Bank Trustee | $166,803 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 11 · EIN 42-0127290 711 HIGH STREET · DES MOINES, IA 50392 | Actuarial | $17,900 |
BAKER TILLY US, LLP1+ years Filed as: BAKER, TILLY, VIRCHOW & KRAUSE, LLP Service code 10 · EIN 39-0859910 20 STANWIX STREET · PITTSBURGH, PA 15222 | Accounting | $9,814 |
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 | $1,219,223-100.0% | $522,682-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.6%-12.6pp | 4.3%-4.3pp |
| Annual return | -1.61% | -1.56%0pp | -3.43%+1.8pp | 2.81%-4.4pp |
| Employer contribution / active EE | $280 | $14,048-98.0% | $25,607-98.9% | $16,358-98.3% |
| Participant deferral / active EE | $0 | $369-100.0% | $77-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $5,367-100.0% | $13,511-100.0% | $1,639-100.0% |