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 SIEGEL3 years Service code 11 · EIN 23-1669823 PO BOX 5900 · HARRISBURG, PA 171100900 | Actuarial | $59,600 |
FULTON FINANCIAL ADVISORS5+ years Service code 25 · EIN 23-3037647 | Directed Trustee | $17,395 |
AQR CAPITAL MANAGEMENT LLC2 years Filed as: AQR CAPITAL LLC Service code 28 TWO GREEWICH PLAZA,3RD FLOOR · GREENWICH, CT 06830 | Investment Management | $0 |
AQR CAPITAL MANAGEMENT LLC5+ years Service code 28 | Investment Management | $0 |
BARON CAPITAL MANAGEMENT1 year Filed as: BARON CAPITAL MANAGEMENT INC Service code 28 767 FIFTH AVENUE 49TH FLOOR · NEW YORK, NY 10153 | Investment Management | $0 |
BLACKROCK2 years Filed as: BLACKROCK FUND ADVISORS Service code 28 · EIN 51-0318674 | Investment Management | $0 |
DIAMOND HILL2 years Filed as: DIAMOND HILL CAPITAL INC Service code 28 · EIN 31-6547095 | Investment Management | $0 |
DIAMOND HILL5+ years Filed as: DIAMOND HILL CAPITAL MANAGEMENT INC Service code 28 | Investment Management | $0 |
DODGE & COX3 years Service code 28 · EIN 94-1441976 | Investment Management | $0 |
DOUBLELINE CAPITAL LP2 years Service code 28 333 SOUTH GRAND AVENUE, SUITE 1800 · LOS ANGELES, CA 90071 | 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.
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 | $101,941-100.0% | $568,132-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 3.2%-3.2pp | 21.0%-21.0pp | 2.8%-2.8pp |
| Annual return | 13.41% | 18.13%-4.7pp | 14.64%-1.2pp | 16.32%-2.9pp |
| Employer contribution / active EE | $75,188 | $23,138+225.0% | $41,831+79.7% | $17,007+342.1% |
| Participant deferral / active EE | $0 | $160-100.0% | $200-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $281-100.0% | $36,942-100.0% | $127-100.0% |