Filed December 18, 1992
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 INVESTMENTS1 year Filed as: SEI INVESTMENTS MANAGEMENT CORP Service code 28 · EIN 04-2452803 | Investment Management | $92,235 |
Service code 11 · EIN 53-0181291 | Actuarial | $30,109 |
MITCHELL & TITUS, LLP8+ years Service code 10 · EIN 13-2781641 | Accounting | $24,562 |
US BANK1 year Filed as: U.S. BANK NATIONAL ASSOCIATES Service code 21 · EIN 31-0841368 | Bank Trustee | $11,961 |
MORGAN STANLEY SMITH BARNEY8+ years Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $5,876 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,984-100.0% | $447,195-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 5.6%-5.6pp | 25.8%-25.8pp | 5.6%-5.6pp |
| Annual return | -19.15% | -17.00%-2.1pp | -11.06%-8.1pp | 39.77%-58.9pp |
| Employer contribution / active EE | $47,059 | $12,834+266.7% | $55,362-15.0% | $19,959+135.8% |
| Participant deferral / active EE | $0 | $614-100.0% | $26-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $3,572-100.0% | $62-100.0% |