Filed June 8, 2009 (most recent of 3 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 INVESTMENTS2+ years Filed as: SEI INVESTMENT Service code 28 · EIN 23-1707341 | Investment Management | $472,571 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO Service code 19 · EIN 41-6257133 | Securities Custodian | $130,605 |
HEWITT ASSOCIATES LLC2+ years Filed as: HEWITT ASSOCIATES Service code 11 · EIN 36-2235791 | Actuarial | $121,977 |
BRYAN CAVE LLP1+ years Filed as: BRYAN, PENDLETON, SWATS & MCALLISTE Service code 11 · EIN 62-0853448 | Actuarial | $65,000 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF AMERICA Service code 13 135 SOUTH LASALLE STREET · CHICAGO, IL 60604 | Contract Administrator | $34,404 |
CROWE LLP1+ years Filed as: CROWE HORWATH Service code 10 · EIN 35-0921680 | Accounting | $29,400 |
SCHIFF HARDIN LLP2+ years Service code 29 · EIN 36-3184453 | Legal | $18,272 |
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 | $35,636-100.0% | $151,941-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 1.8%-1.8pp |
| Annual return | 6.51% | 17.94%-11.4pp | 5.44%+1.1pp | 7.18%-0.7pp |
| Employer contribution / active EE | $4,310 | $12,263-64.9% | $25,481-83.1% | $13,095-67.1% |
| Participant deferral / active EE | $0 | $388-100.0% | $65-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $11,765-100.0% | $362-100.0% |