Filed July 19, 2005
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 9-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 |
|---|---|---|
BOLTON PARTNERS, INC.1 year Filed as: BOLTON Service code 28 1 W. PENNSYLVANIA AVENUE, SUITE 600 · TOWSON, MD 21204 | Investment Management | $180,470 |
WILLIS TOWERS WATSON US LLC3 years Service code 26 · EIN 53-0181291 | Advisory (Participants) | $123,618 |
DIETRICH & ASSOCIATES1 year Filed as: DIETRICH & ASSOCIATES, INC. Service code 13 1000 GERMANTOWN PIKE SUITE K-1 · PLYMOUTH MEETING, PA 19462 | Contract Administrator | $72,500 |
SMITH & DOWNEY1 year Service code 29 320 E. TOWSONTOWN BLVD. SUITE 1 E · BALTIMORE, MD 21286 | Legal | $69,157 |
WELLS FARGO BANK, N.A.8 years Service code 28 · EIN 56-1354495 | Investment Management | $33,878 |
FIDUCIENT ADVISORS LLC1 year Filed as: FIDUCIENT ADVISORS Service code 13 500 WEST MADISON ST, STE 1700 · CHICAGO, IL 60661 | Contract Administrator | $7,500 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $262,251-100.0% | $250,986-100.0% | $287,075-100.0% |
| Participation rate | 0.0% | 61.9%-61.9pp | 50.6%-50.6pp | 55.8%-55.8pp |
| Annual return | 2.52% | 34.46%-31.9pp | 32.30%-29.8pp | 24.42%-21.9pp |
| Employer contribution / active EE | $0 | $35,995-100.0% | $33,955-100.0% | $41,338-100.0% |
| Participant deferral / active EE | $0 | $42-100.0% | $43-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $10,641-100.0% | $10,141-100.0% | $22,079-100.0% |