Filed October 18, 2004
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 3-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 Service code 21 · EIN 23-3060382 | Bank Trustee | $934,027 |
CBIZ RETIREMENT PLAN SERVICES1+ years Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 13 · EIN 31-1582098 | Contract Administrator | $239,105 |
MERCER1+ years Filed as: MERCER HUMAN RESOURCE CONSULTING Service code 11 · EIN 13-2834414 | Actuarial | $93,158 |
SQUIRE PATTON BOGGS US LLP1+ years Filed as: SQUIRE PATTON BOGGS (US) LLP Service code 29 · EIN 34-0648199 | Legal | $42,983 |
FIDUCIARY INVESTMENT ADVISORS1+ years Filed as: FIDUCIARY COUNSELORS, INC. Service code 28 · EIN 22-3709903 | Investment Management | $20,000 |
Filed as: PRUDENTIAL RETIREMENT INS. AND ANNU Service code 13 · EIN 06-1050034 | Contract Administrator | $19,931 |
AETNA LIFE INSURANCE COMPANY1+ years Filed as: AETNA Service code 13 · EIN 06-6033492 | Contract Administrator | $18,749 |
BDO USA, LLP1+ years Service code 10 · EIN 13-5381590 | Accounting | $14,950 |
AM DESIGN1+ years Service code 38 · EIN 34-1885596 | Participant Communication | $9,799 |
Filed as: GLOBAL PORTFOLIO STRATEGIES INC. Service code 28 · EIN 06-1055669 | Investment Management | $9,607 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $82,591-100.0% | $96,302-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.8%-8.8pp | 0.8%-0.8pp |
| Annual return | -2.20% | 2.41%-4.6pp | -2.90%+0.7pp | -0.60%-1.6pp |
| Employer contribution / active EE | $23 | $14,069-99.8% | $27,990-99.9% | $12,272-99.8% |
| Participant deferral / active EE | $0 | $260-100.0% | $137-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $519-100.0% | $717-100.0% |