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. $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 10-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 INVESTMENTS2+ years Filed as: SEI Service code 20 · EIN 25-0969449 100 CIDER MILL ROAD · OAKS, PA 19456 | Trustee (individual) | $107,543 |
MILLIMAN, INC.2+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 1301 FIFTH AVENUE, SUITE 3800 · SEATTLE, WA 981012605 | Actuarial | $40,024 |
SINGERLEWAK LLP2+ years Filed as: SINGERLEWAK, LLP Service code 10 · EIN 95-2302617 10960 WILSHIRE BLVD. SUITE 700 · LOS ANGELES, CA 90024 | Accounting | $19,772 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO BANK Service code 26 · EIN 41-6257133 733 MARQUETTE AVE. · MINNEAPOLIS, MN 55479 | Advisory (Participants) | $9,977 |
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 | $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 | 1.36% | 11.00%-9.6pp | 9.39%-8.0pp | 10.41%-9.1pp |
| Employer contribution / active EE | $0 | $16,132-100.0% | $33,466-100.0% | $14,691-100.0% |
| 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% |