Filed October 14, 2014 (most recent of 3 filings on file)
Total covered: 152 employees
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 INVESTMENTS MANAGEMENT CORP. Service code 51 · EIN 23-1707341 | Investment Mgmt Fees | $2,086,129 |
ALIGHT SOLUTIONS LLC1 year Service code 15 · EIN 82-1061233 | Recordkeeping | $554,683 |
HEWITT ASSOCIATES LLC1 year Service code 11 · EIN 36-2235791 | Actuarial | $403,763 |
AON CONSULTING1 year Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $71,497 |
THE BANK OF NEW YORK MELLON3+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $69,559 |
BUCHANAN INGERSOLL & ROONEY PC3+ years Service code 29 · EIN 25-1381032 | Legal | $23,812 |
SCHNEIDER DOWNS & CO., INC.3+ years Service code 10 · EIN 25-1408703 | Accounting | $18,108 |
COZEN O'CONNOR1 year Service code 29 · EIN 23-1732832 | Legal | $8,819 |
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.
Participant contribution per participant 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.
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 | $0 | $308,850-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 48.5%-48.5pp | 0.0%0pp |
| Annual return | 15.27% | 9.56%+5.7pp | 14.41%+0.9pp | 17.84%-2.6pp |
| Employer contribution / active EE | $22,931 | $24,624-6.9% | $45,283-49.4% | $14,688+56.1% |
| Participant deferral / active EE | $535 | $2,747-80.5% | $125+327.4% | $770-30.5% |
| Admin fee / account holder | $0 | $0 | $9,941-100.0% | - |