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 SIEGEL1 year Service code 11 · EIN 23-1669823 | Actuarial | $84,717 |
FULTON FINANCIAL ADVISORS3+ years Service code 25 · EIN 23-3037647 | Directed Trustee | $10,354 |
GROOM LAW GROUP3+ years Service code 29 · EIN 52-1219029 | Legal | $8,888 |
AMERICAN FUNDS1 year Filed as: AMG FUNDS LLC Service code 28 800 CONNECTICUT AVENUE · NORWALK, CT 06854 | Investment Management | $0 |
AQR CAPITAL MANAGEMENT LLC3+ years Service code 28 TWO GREEWICH PLAZA,3RD FLOOR · GREENWICH, CT 06830 | Investment Management | $0 |
DIAMOND HILL3+ years Filed as: DIAMOND HILL CAPITAL MANAGEMENT INC Service code 28 · EIN 31-6547095 | Investment Management | $0 |
DODGE & COX1 year Service code 28 · EIN 94-1441976 | Investment Management | $0 |
EDGEWOOD MANAGEMENT LLC3+ years Service code 28 535 MAISON AVENUE · NEW YORK, NY 10022 | Investment Management | $0 |
FEDERATED3+ years Filed as: FEDERATED INVESTMENT MANAGEMENT COM Service code 28 · EIN 25-1111467 | Investment Management | $0 |
FEDERATED1 year Filed as: FEDERATED MDTA LLC Service code 28 · EIN 25-1111467 | 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.
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 | $76,391-100.0% | $411,917-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 3.4%-3.4pp | 16.2%-16.2pp | 4.5%-4.5pp |
| Annual return | 10.55% | 12.23%-1.7pp | 10.36%+0.2pp | 13.95%-3.4pp |
| Employer contribution / active EE | $74,032 | $18,059+309.9% | $37,738+96.2% | $16,598+346.0% |
| Participant deferral / active EE | $0 | $317-100.0% | $137-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $2-100.0% | $15,661-100.0% | $612-100.0% |