Filed April 3, 2003
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 |
|---|---|---|
SEI INVESTMENTS6+ years Filed as: SEI INVESTMENTS MANAGEMENT CO. Service code 18 · EIN 04-2452803 | Direct payment from the plan; Investm... | $73,778 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,822,362-100.0% | $1,964,387-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 14.3%-14.3pp | 0.6%-0.6pp |
| Annual return | 12.24% | 7.54%+4.7pp | 21681.50%-21669.3pp | 11.45%+0.8pp |
| Employer contribution / active EE | $1,857 | $16,158-88.5% | $87,430-97.9% | $17,219-89.2% |
| Participant deferral / active EE | $0 | $79-100.0% | $70-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $3,693-100.0% | $15,480-100.0% |