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 | $1,619,887 |
Filed as: PRINCIPAL CUSTODY SOLUTIONS Service code 15 · EIN 42-1466678 | Recordkeeping | $129,010 |
MERCER7+ years Service code 11 · EIN 13-2834414 | Actuarial | $74,275 |
AON CONSULTING2 years Filed as: AON CONSULTING, INC. Service code 15 · EIN 22-2945469 | Recordkeeping | $61,669 |
XACTLY1 year Service code 49 2450 S.W. GRAPEVINE PKWY ST · GRAPEVINE, TX 76051 | Other Services | $14,067 |
Filed as: PENSION BENEFIT INFORMATION, LLC Service code 49 · EIN 82-4722389 | Other Services | $12,000 |
GROOM LAW GROUP2 years Filed as: GROOM LAW GROUP, CHARTERED Service code 29 · EIN 52-1219029 | Legal | $0 |
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 | $3,299,877-100.0% | $848,047-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 2.3%-2.3pp | 16.7%-16.7pp | 2.3%-2.3pp |
| Annual return | 10.03% | 37.74%-27.7pp | 5.63%+4.4pp | 37.74%-27.7pp |
| Employer contribution / active EE | $0 | $15,781-100.0% | $36,086-100.0% | $15,781-100.0% |
| Participant deferral / active EE | $0 | $732-100.0% | $0 | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $0 | $9,287-100.0% |