Filed April 21, 2005
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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING6 years Filed as: AON INVESTMENTS USA, INC. Service code 27 555 EAST LANCASTER AVENUE, SUITE 30 · RADNOR, PA 190875159 | Advisory (Plan) | $153,381 |
CONRAD SIEGEL8 years Service code 11 · EIN 23-1669823 PO BOX 5900 · HARRISBURG, PA 171100900 | Actuarial | $32,664 |
CALIBRE CPA GROUP PLLC8 years Service code 10 7501 WISCONSIN AVENUE · BETHESDA, MD 20814 | Accounting | $20,000 |
SLEVEN & HART, P.C.1 year Service code 29 1300 CONNECTICUT AVE NW, SUITE 700 · WASHINGTON, DC 20036 | Legal | $15,692 |
US BANK2 years Filed as: U.S. BANCORP Service code 21 · EIN 41-0255900 7TH AND WASHINGTON · ST. LOUIS, MO 63101 | Bank Trustee | $14,701 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Annual investment return 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,655-100.0% | $226,918-100.0% | $49,655-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.5%-17.5pp | 17.1%-17.1pp |
| Annual return | 2.21% | 10.98%-8.8pp | 9.49%-7.3pp | 9.82%-7.6pp |
| Employer contribution / active EE | $22,801 | $19,261+18.4% | $29,215-22.0% | $13,587+67.8% |
| Participant deferral / active EE | $3,924 | $1,087+261.1% | $359+992.4% | $81+4715.5% |
| Admin fee / account holder | $0 | $2,893-100.0% | $16,566-100.0% | $2,893-100.0% |