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 SIEGEL2+ years Filed as: CONRAD SIEGEL ACTUARIES Service code 11 · EIN 23-1669823 PO BOX 5900 · HARRISBURG, PA 171100900 | Actuarial | $68,132 |
FULTON FINANCIAL ADVISORS2+ years Service code 25 · EIN 23-3037647 | Directed Trustee | $9,588 |
GROOM LAW GROUP2+ years Service code 29 · EIN 52-1219029 1701 PENNSYLVANIA AVENUE, NW · WASHINGTON, DC 20006 | Legal | $7,632 |
AQR CAPITAL MANAGEMENT LLC2+ years Service code 28 TWO GREEWICH PLAZA,3RD FLOOR · GREENWICH, CT 06830 | Investment Management | $0 |
GAMCO ASSET MANAGEMENT1+ years Filed as: BAMCO INC Service code 28 · EIN 13-3122938 | Investment Management | $0 |
CAUSEWAY CAPITAL MANAGEMENT LLC2+ years Filed as: CAUSEWAY CAPITAL MANAGEMENT, LLC Service code 28 · EIN 95-4861680 | Investment Management | $0 |
DIAMOND HILL2+ years Filed as: DIAMOND HILL CAPITAL MANAGEMENT INC Service code 28 · EIN 31-6547095 | Investment Management | $0 |
EDGEWOOD MANAGEMENT LLC2+ years Service code 28 535 MADISON AVENUE, 15 FL · NEW YORK, NY 10022 | Investment Management | $0 |
FEDERATED2+ years Filed as: FEDERATED INVESTMENT MANAGEMENT COM Service code 28 · EIN 25-1111467 | Investment Management | $0 |
FORWARD MANAGEMENT, LLC1+ years Service code 28 · EIN 23-2696899 | 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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $49,677-100.0% | $374,107-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 3.6%-3.6pp |
| Annual return | 2.04% | 5.80%-3.8pp | 4.74%-2.7pp | 11.88%-9.8pp |
| Employer contribution / active EE | $17,422 | $15,506+12.4% | $36,089-51.7% | $14,612+19.2% |
| Participant deferral / active EE | $0 | $206-100.0% | $59-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $10,677-100.0% | $637-100.0% |