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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
FIDUCIENT ADVISORS LLC2 years Service code 51 500 WEST MADISON ST STE 1700 · CHICAGO, IL 60661 | Investment Mgmt Fees | $39,223 |
CONRAD SIEGEL5+ years Service code 11 · EIN 23-1669823 PO BOX 5900 · HARRISBURG, PA 171100900 | Actuarial | $33,832 |
Filed as: PRINCIPAL FINANCIAL GROUP Service code 19 · EIN 42-1466678 | Securities Custodian | $18,715 |
US BANK3 years Filed as: US BANK, NA Service code 10 · EIN 31-0841368 | Accounting | $13,895 |
ARGA1 year Filed as: ARGA, LLC Service code 28 ONE FREEDOM VALLEY DRIVE · OAKS, PA 19456 | Investment Management | $0 |
Service code 28 550 E SWEDESFORD RD, SUITE 120E · WAYNE, PA 19087 | Investment Management | $0 |
DODGE & COX4 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 |
GQG PARTNERS LLC1 year Filed as: GQG PARTNERS INC Service code 28 450 E. OLAS BLVD, SUITE 750 · FT. LAUDERDALE, FL 33301 | Investment Management | $0 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Annual investment return 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $125,690-100.0% | $182,032-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 3.2%-3.2pp | 13.4%-13.4pp | 12.4%-12.4pp |
| Annual return | 3.29% | 8.82%-5.5pp | 7.70%-4.4pp | 9.89%-6.6pp |
| Employer contribution / active EE | $8,763 | $12,837-31.7% | $28,478-69.2% | $14,313-38.8% |
| Participant deferral / active EE | $0 | $58-100.0% | $49-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $265-100.0% | $51,246-100.0% | $9,084-100.0% |