Filed January 20, 1999
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 INVESTMENTS8+ years Service code 19 · EIN 04-2452803 1 FREEDOM VALLEY DRIVE · OAKS, PA 19456 | Securities Custodian | $113,423 |
MCCREADY & KEENE INC.8+ years Filed as: MCCREADY AND KEENE, INC. Service code 11 · EIN 35-0500670 P.O. BOX 6094 · INDIANAPOLIS, IN 46206 | Actuarial | $21,703 |
CROWE LLP1 year Filed as: CROWE, LLP Service code 10 · EIN 35-0921680 70 WEST MADISON STREET · CHICAGO, IL 60602 | Accounting | $11,919 |
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.
Annual investment return 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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,218-100.0% | $339,002-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 50.0%-50.0pp | 39.1%-39.1pp | 12.4%-12.4pp |
| Annual return | 0.78% | 7.73%-6.9pp | 12.78%-12.0pp | 9.89%-9.1pp |
| Employer contribution / active EE | $0 | $15,115-100.0% | $44,816-100.0% | $14,313-100.0% |
| Participant deferral / active EE | $0 | $300-100.0% | $33-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $3,821-100.0% | $2,002-100.0% | $9,084-100.0% |