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 INVESTMENTS9+ years Service code 19 · EIN 04-2452803 1 FREEDOM VALLEY DRIVE · OAKS, PA 19456 | Securities Custodian | $109,109 |
CROWE LLP2 years Filed as: CROWE, LLP Service code 10 · EIN 35-0921680 70 WEST MADISON STREET · CHICAGO, IL 60602 | Accounting | $26,174 |
MCCREADY & KEENE INC.9+ years Filed as: MCCREADY AND KEENE, INC. Service code 11 · EIN 35-0500670 P.O. BOX 6094 · INDIANAPOLIS, IN 46206 | Actuarial | $10,833 |
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.
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 | $52,477-100.0% | $157,677-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 61.9%-61.9pp | 28.6%-28.6pp | 11.0%-11.0pp |
| Annual return | 10.25% | 9.01%+1.2pp | 8.39%+1.9pp | 8.23%+2.0pp |
| Employer contribution / active EE | $0 | $10,608-100.0% | $41,487-100.0% | $13,859-100.0% |
| Participant deferral / active EE | $0 | $350-100.0% | $40-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $6,127-100.0% | $3,303-100.0% | $1,652-100.0% |