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 INVESTMENTS3+ years Filed as: SEI INVESTMENT Service code 28 · EIN 23-1707341 | Investment Management | $391,933 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO Service code 19 · EIN 41-6257133 | Securities Custodian | $157,400 |
AON CONSULTING1 year Filed as: AON HEWITT Service code 11 · EIN 22-2232264 | Actuarial | $112,078 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF AMERICA Service code 13 135 SOUTH LASALLE STREET · CHICAGO, IL 60604 | Contract Administrator | $34,404 |
CROWE LLP1 year Service code 10 · EIN 35-0921680 | Accounting | $15,400 |
SCHIFF HARDIN LLP3+ years Service code 29 · EIN 36-3184453 | Legal | $6,310 |
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 | $170,924-100.0% | $144,462-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 6.1%-6.1pp | 11.7%-11.7pp | 1.9%-1.9pp |
| Annual return | 11.13% | 79.68%-68.5pp | 16.78%-5.6pp | 23.90%-12.8pp |
| Employer contribution / active EE | $4,684 | $21,735-78.5% | $26,328-82.2% | $16,539-71.7% |
| Participant deferral / active EE | $0 | $354-100.0% | $97-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $1,335-100.0% | $20,893-100.0% | $18,975-100.0% |