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.3+ years Service code 21 · EIN 52-2293595 | Bank Trustee | $1,120,238 |
MERCER3+ years Service code 11 · EIN 13-2834414 | Actuarial | $276,590 |
COHNREZNICK LLP3+ years Filed as: COHNREZNICK Service code 10 · EIN 22-1478099 | Accounting | $28,900 |
MCDERMOTT WILL & EMERY LLP3+ years Filed as: MCDERMOTT, WILL, AND EMERY Service code 29 444 WEST LAKE STREET · CHICAGO, IL 606060029 | Legal | $16,214 |
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 | $37,197-100.0% | $261,924-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.8%-36.8pp | 4.7%-4.7pp |
| Annual return | 6.14% | -3.22%+9.4pp | -2.99%+9.1pp | -0.69%+6.8pp |
| Employer contribution / active EE | $26,403 | $32,178-17.9% | $41,623-36.6% | $16,786+57.3% |
| Participant deferral / active EE | $0 | $442-100.0% | $35-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $38,841-100.0% | $124-100.0% |