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 INVESTMENTS3+ years Filed as: SEI Service code 20 · EIN 25-0969449 100 CIDER MILL ROAD · OAKS, PA 19456 | Trustee (individual) | $101,368 |
MILLIMAN, INC.3+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 1301 FIFTH AVENUE, SUITE 3800 · SEATTLE, WA 981012605 | Actuarial | $31,090 |
SINGERLEWAK LLP3+ years Filed as: SINGERLEWAK, LLP Service code 10 · EIN 95-2302617 10960 WILSHIRE BLVD. SUITE 700 · LOS ANGELES, CA 90024 | Accounting | $17,346 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO BANK Service code 26 · EIN 41-6257133 733 MARQUETTE AVE. · MINNEAPOLIS, MN 55479 | Advisory (Participants) | $8,609 |
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.
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 | $82,816-100.0% | $145,218-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 12.6%-12.6pp | 20.5%-20.5pp | 14.6%-14.6pp |
| Annual return | -1.07% | -1.32%+0.3pp | -0.67%-0.4pp | 10.56%-11.6pp |
| Employer contribution / active EE | $5,814 | $18,687-68.9% | $31,731-81.7% | $13,643-57.4% |
| Participant deferral / active EE | $0 | $284-100.0% | $473-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $2,719-100.0% | $28,383-100.0% | $3,354-100.0% |