Filed September 17, 2007 (most recent of 2 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 with Solo.
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See the 10-year trajectory with Solo.
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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP3+ years Service code 28 · EIN 13-4032401 | Investment Management | $329,341 |
SEI INVESTMENTS1 year Filed as: SEI PRIVATE TRUST COMPANY Service code 21 1 FREEDOM VALLEY DRIVE · OAKS, PA 19456 | Bank Trustee | $271,102 |
NORTHERN TRUST COMPANY3+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $75,374 |
Filed as: COLONIAL CONSULTING Service code 28 · EIN 20-0956904 | Investment Management | $15,993 |
CARROLL & COOK1 year Service code 10 · EIN 59-2206283 | Accounting | $13,850 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Employer 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 | $1,723,788-100.0% | $198,173-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 1.9%-1.9pp |
| Annual return | 13.55% | 12.40%+1.1pp | 10.16%+3.4pp | 23.90%-10.3pp |
| Employer contribution / active EE | $120 | $8,748-98.6% | $33,192-99.6% | $16,539-99.3% |
| Participant deferral / active EE | $0 | $217-100.0% | $66-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $7,531-100.0% | $18,975-100.0% |