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.1+ years Service code 21 · EIN 52-2293595 | Bank Trustee | $1,096,491 |
MERCER1+ years Service code 11 · EIN 13-2834414 | Actuarial | $308,281 |
COHNREZNICK LLP1+ years Filed as: COHNREZNICK Service code 10 · EIN 22-1478099 | Accounting | $28,000 |
MCDERMOTT WILL & EMERY LLP1+ years Filed as: MCDERMOTT, WILL, AND EMERY Service code 29 444 WEST LAKE STREET · CHICAGO, IL 606060029 | Legal | $26,234 |
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 | $49,677-100.0% | $18,392,177-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.5%-37.5pp | 3.6%-3.6pp |
| Annual return | 7.54% | 5.61%+1.9pp | 3.99%+3.5pp | 11.88%-4.3pp |
| Employer contribution / active EE | $7,317 | $20,606-64.5% | $38,279-80.9% | $14,612-49.9% |
| Participant deferral / active EE | $0 | $1,936-100.0% | $386-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $140,034-100.0% | $637-100.0% |