Filed August 15, 2006 (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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS2+ years Filed as: SEI INVESTMENTS COMPANY Service code 27 · EIN 23-1707341 1 FREEDOM VALLEY DRIVE · OAKS, PA 19456 | Advisory (Plan) | $58,351 |
MILLIMAN, INC.2+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 1301 FIFTH AVENUE, SUITE 3800 · SEATTLE, WA 981012605 | Actuarial | $53,351 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO BANK Service code 26 · EIN 94-1347393 733 MARQUETTE AVENUE · MINNEAPOLIS, MN 55479 | Advisory (Participants) | $6,882 |
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.
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 | $62,467-100.0% | $128,366-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 15.3%-15.3pp | 19.3%-19.3pp | 11.3%-11.3pp |
| Annual return | 11.76% | 11.00%+0.8pp | 9.39%+2.4pp | 10.41%+1.3pp |
| Employer contribution / active EE | $9,231 | $16,132-42.8% | $33,466-72.4% | $14,691-37.2% |
| Participant deferral / active EE | $0 | $198-100.0% | $657-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $1,085-100.0% | $2,132-100.0% | $2,646-100.0% |