Filed May 15, 2013
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 PRIVATE INVESTMENT TRUST CO.10+ years Service code 21 · EIN 52-2293595 | Bank Trustee | $948,252 |
MERCER10+ years Service code 11 · EIN 13-2834414 | Actuarial | $267,388 |
COHNREZNICK LLP10+ years Filed as: COHNREZNICK Service code 10 · EIN 33-4144829 | Accounting | $39,900 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,655-100.0% | $440,923-100.0% | $49,655-100.0% |
| Participation rate | 0.0% | 17.1%-17.1pp | 40.0%-40.0pp | 17.1%-17.1pp |
| Annual return | 5.66% | 9.82%-4.2pp | 8.94%-3.3pp | 9.82%-4.2pp |
| Employer contribution / active EE | $95,526 | $13,587+603.1% | $36,999+158.2% | $13,587+603.1% |
| Participant deferral / active EE | $0 | $81-100.0% | $1-100.0% | $81-100.0% |
| Admin fee / account holder | $0 | $2,893-100.0% | $2,072-100.0% | $2,893-100.0% |