Filed December 8, 1994
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 7-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 |
|---|---|---|
WELLS FARGO BANK, N.A.2 years Service code 19 · EIN 94-1347393 | Securities Custodian | $57,670 |
CONRAD SIEGEL4+ years Service code 11 · EIN 23-1669823 PO BOX 5900 · HARRISBURG, PA 171100900 | Actuarial | $55,999 |
FIDUCIENT ADVISORS LLC1 year Service code 51 500 WEST MADISON ST STE 1700 · CHICAGO, IL 60661 | Investment Mgmt Fees | $32,579 |
US BANK2 years Filed as: US BANK, NA Service code 10 · EIN 31-0841368 | Accounting | $17,440 |
Filed as: CHARLES SCHWAB INVESTMENT INC Service code 28 · EIN 94-3106735 | Investment Management | $0 |
Filed as: CHARLES SCHWAB INVESTMENT MANAGEMEN Service code 28 | Investment Management | $0 |
Filed as: CONESTOGA CAPITAL ADVISORS, LLC. Service code 28 550 E. SWEDESFORD ROAD SUITE 120 · WAYNE, PA 19087 | Investment Management | $0 |
DODGE & COX3 years Service code 28 · EIN 94-1441976 | Investment Management | $0 |
Filed as: FIDELITY & RESEARCH COMPANY Service code 28 · EIN 06-1194217 | Investment Management | $0 |
Filed as: FIDELITY MANAGEMENT & RESEARCH COMP Service code 28 | Investment Management | $0 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $47,409-100.0% | $213,834-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 7.1%-7.1pp | 12.3%-12.3pp | 9.9%-9.9pp |
| Annual return | -12.76% | -3.51%-9.3pp | -5.16%-7.6pp | -5.25%-7.5pp |
| Employer contribution / active EE | $0 | $11,313-100.0% | $31,020-100.0% | $15,166-100.0% |
| Participant deferral / active EE | $0 | $60-100.0% | $101-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $297-100.0% | $2,852-100.0% | $3,859-100.0% |