Filed October 18, 2004 (most recent of 3 filings on file)
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 8-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 |
|---|---|---|
Filed as: SEI INVESTMENT MANAGEMENT Service code 28 · EIN 04-2452803 | Investment Management | $2,014,647 |
THE BRINK'S COMPANY2+ years Service code 14 · EIN 54-1317776 | Plan Administrator | $277,936 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO Service code 15 · EIN 94-1347393 | Recordkeeping | $180,283 |
MERCER2+ years Service code 11 · EIN 13-2834414 | Actuarial | $137,329 |
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 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 | $21,578,776-100.0% | $463,922-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.6%-17.6pp | 0.0%0pp |
| Annual return | -8.44% | 33.37%-41.8pp | 60.62%-69.1pp | 33.37%-41.8pp |
| Employer contribution / active EE | $0 | $11,253-100.0% | $61,657-100.0% | $11,253-100.0% |
| Participant deferral / active EE | $0 | $819-100.0% | $288-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $23-100.0% | $99,113-100.0% |