Filed October 11, 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 8-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 |
|---|---|---|
Filed as: CBIZ Service code 11 · EIN 31-1582098 1845 WALNUT STREET, SUITE 1400 · PHILADELPHIA, PA 19103 | Actuarial | $56,800 |
BAKER TILLY US, LLP3+ years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 1000 COMMERCE PARK DR. · WILLIAMSPORT, PA 17701 | Accounting | $14,085 |
CONRAD SIEGEL2 years Filed as: CONRAD SEIGEL Service code 11 · EIN 23-1669823 PO BOX 5900 · HARRISBURG, PA 171100900 | Actuarial | $10,400 |
Service code 18 · EIN 81-4017137 ONE IRON STREET · BOSTON, MA 022101641 | Custodial (securities); Investment ma... | $6,062 |
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.
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 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 | $186,381-100.0% | $428,620-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 28.2%-28.2pp | 46.0%-46.0pp | 13.0%-13.0pp |
| Annual return | 16.58% | 12.39%+4.2pp | 20.73%-4.1pp | 13.59%+3.0pp |
| Employer contribution / active EE | $0 | $14,456-100.0% | $36,500-100.0% | $14,592-100.0% |
| Participant deferral / active EE | $0 | $9-100.0% | $77-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $2,031-100.0% | $7,495-100.0% | $29,657-100.0% |