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 SIEGEL7 years Service code 11 · EIN 23-1669823 PO BOX 5900 · HARRISBURG, PA 171100900 | Actuarial | $53,955 |
FULTON FINANCIAL ADVISORS9+ years Service code 25 · EIN 23-3037647 | Directed Trustee | $35,020 |
BDO USA, LLP4 years Service code 10 · EIN 13-5381590 1801 MARKET STREET, SUITE 1700 · PHILADELPHIA, PA 19103 | Accounting | $24,872 |
BLACKROCK6 years Filed as: BLACKROCK FUND ADVISORS Service code 28 · EIN 51-0318674 | Investment Management | $0 |
CALAMOS ADVISORS LLC4 years Service code 28 2020 CALAMOS COURT · NAPERVILLE, IL 605632787 | Investment Management | $0 |
DODGE & COX7 years Service code 28 · EIN 94-1441976 | Investment Management | $0 |
FEDERATED5 years Filed as: FEDERATED HERMES Service code 28 · EIN 25-1111467 | Investment Management | $0 |
FEDERATED9+ years Filed as: FEDERATED INVESTMENT MANAGEMENT COM Service code 28 | Investment Management | $0 |
FEDERATED7 years Filed as: FEDERATED MDTA LLC Service code 28 · EIN 25-1111467 | Investment Management | $0 |
FIRST PACIFIC ADVISORS, LLC6 years Filed as: FIRST PACIFIC ADVISORS 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 | $1,573,701-100.0% | $422,209-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 8.3%-8.3pp | 23.3%-23.3pp | 12.4%-12.4pp |
| Annual return | 14.35% | 9.74%+4.6pp | 12.68%+1.7pp | 9.89%+4.5pp |
| Employer contribution / active EE | $0 | $15,597-100.0% | $41,588-100.0% | $14,313-100.0% |
| Participant deferral / active EE | $0 | $37-100.0% | $96-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $46,974-100.0% | $10,609-100.0% | $9,084-100.0% |