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 INVESTMENTS10+ years Service code 19 · EIN 04-2452803 1 FREEDOM VALLEY DRIVE · OAKS, PA 19456 | Securities Custodian | $110,679 |
MCCREADY & KEENE INC.10+ years Filed as: MCCREADY AND KEENE, INC. Service code 11 · EIN 35-0500670 P.O. BOX 6094 · INDIANAPOLIS, IN 46206 | Actuarial | $48,432 |
CROWE LLP3 years Filed as: CROWE, LLP Service code 10 · EIN 35-0921680 70 WEST MADISON STREET · CHICAGO, IL 60602 | Accounting | $28,284 |
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 | $238,417-100.0% | $197,205-100.0% | $417,905-100.0% |
| Participation rate | 0.0% | 33.3%-33.3pp | 26.7%-26.7pp | 39.2%-39.2pp |
| Annual return | 4.22% | 9.91%-5.7pp | 9.79%-5.6pp | 13.91%-9.7pp |
| Employer contribution / active EE | $0 | $41,881-100.0% | $40,174-100.0% | $35,282-100.0% |
| Participant deferral / active EE | $0 | $180-100.0% | $199-100.0% | $94-100.0% |
| Admin fee / account holder | $0 | $2,353-100.0% | $1,949-100.0% | $41,846-100.0% |