Filed November 9, 2005 (most recent of 5 filings on file)
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 |
|---|---|---|
CONRAD SIEGEL9 years Service code 11 · EIN 23-1669823 PO BOX 5900 · HARRISBURG, PA 171100900 | Actuarial | $62,829 |
FULTON FINANCIAL ADVISORS11+ years Service code 25 · EIN 23-3037647 | Directed Trustee | $39,371 |
BDO USA, LLP6 years Service code 10 · EIN 13-5381590 1801 MARKET STREET, SUITE 1700 · PHILADELPHIA, PA 19103 | Accounting | $31,762 |
BLACKROCK8 years Filed as: BLACKROCK FUND ADVISORS Service code 28 · EIN 51-0318674 | Investment Management | $0 |
CALAMOS ADVISORS LLC6 years Service code 28 2020 CALAMOS COURT · NAPERVILLE, IL 60563 | Investment Management | $0 |
DODGE & COX9 years Service code 28 · EIN 94-1441976 | Investment Management | $0 |
FEDERATED11+ years Filed as: FEDERATED INVESTMENT MANAGEMENT COM Service code 28 · EIN 25-1111467 | Investment Management | $0 |
FIRST PACIFIC ADVISORS, LLC2 years Filed as: FIRST PACIFIC ADVISORS, LP Service code 28 111400 W. OLYMPIC BLVD. SUITE 1200 · LOS ANGELES, CA 90064 | Investment Management | $0 |
FIRST TRUST PORTFOLIOS LP6 years Service code 28 120 E LIBERTY DRIVE, SUITE 400 · WHEATON, IL 60187 | Investment Management | $0 |
GOLDMAN SACHS8 years Filed as: GOLDMAN SACHS ASSET MANAGEMENT LP 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $49,655-100.0% | $284,260-100.0% | $49,655-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.3%-15.3pp | 17.1%-17.1pp |
| Annual return | 11.00% | 9.28%+1.7pp | 37.43%-26.4pp | 9.82%+1.2pp |
| Employer contribution / active EE | $0 | $10,325-100.0% | $38,058-100.0% | $13,587-100.0% |
| Participant deferral / active EE | $0 | $34-100.0% | $121-100.0% | $81-100.0% |
| Admin fee / account holder | $0 | $2,893-100.0% | $266,169-100.0% | $2,893-100.0% |