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.5+ years Service code 21 · EIN 52-2293595 | Bank Trustee | $1,164,788 |
MERCER5+ years Service code 11 · EIN 13-2834414 | Actuarial | $262,732 |
COHNREZNICK LLP5+ years Filed as: COHNREZNICK Service code 10 · EIN 22-1478099 | Accounting | $29,800 |
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 | $409,661-100.0% | $312,618-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 31.8%-31.8pp | 1.7%-1.7pp |
| Annual return | 8.97% | 8.23%+0.7pp | 10.03%-1.1pp | 627.08%-618.1pp |
| Employer contribution / active EE | $34,966 | $13,919+151.2% | $38,789-9.9% | $18,824+85.8% |
| Participant deferral / active EE | $0 | $596-100.0% | $74-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $4,182-100.0% | $1,923-100.0% |