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 INVESTMENTS5+ years Filed as: SEI Service code 27 · EIN 25-0969449 | Advisory (Plan) | $91,977 |
MILLIMAN, INC.5+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $66,135 |
GREEN HASSON JANKS1 year Service code 10 · EIN 95-1777440 | Accounting | $11,550 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO BANK Service code 21 · EIN 41-6257133 | Bank Trustee | $6,874 |
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.
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 | $71,919-100.0% | $247,190-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 5.2%-5.2pp | 15.2%-15.2pp | 13.5%-13.5pp |
| Annual return | 7.99% | 8.57%-0.6pp | 7.87%+0.1pp | 9.29%-1.3pp |
| Employer contribution / active EE | $0 | $19,481-100.0% | $31,768-100.0% | $15,168-100.0% |
| Participant deferral / active EE | $0 | $290-100.0% | $241-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $934-100.0% | $240,514-100.0% | $2,037-100.0% |