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. $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 |
|---|---|---|
AON CONSULTING4+ years Filed as: AON HEWITT Service code 27 555 EAST LANCASTER AVENUE, SUITE 30 · RADNOR, PA 190875159 | Advisory (Plan) | $89,946 |
CONRAD SIEGEL2 years Service code 11 · EIN 23-1669823 PO BOX 5900 · HARRISBURG, PA 171100900 | Actuarial | $35,323 |
CALIBRE CPA GROUP PLLC2 years Service code 10 7501 WISCONSIN AVENUE · BETHESDA, MD 20814 | Accounting | $16,500 |
ISLER DARE, P.C.4+ years Filed as: ISLER DARE, PC Service code 29 1945 OLD GALLOWS ROAD, SUITE 650 · VIENNA, VA 22182 | Legal | $12,040 |
CITCO FUND SERVICES4+ years Service code 28 83 GENERAL WARREN BOULEVARD · MALVERN, PA 19355 | 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.
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 | $69,696-100.0% | $161,646-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 6.2%-6.2pp | 15.5%-15.5pp | 13.0%-13.0pp |
| Annual return | 8.07% | 12.03%-4.0pp | 12.93%-4.9pp | 13.59%-5.5pp |
| Employer contribution / active EE | $38,991 | $19,417+100.8% | $35,210+10.7% | $14,592+167.2% |
| Participant deferral / active EE | $3,261 | $253+1188.1% | $458+612.8% | $67+4773.2% |
| Admin fee / account holder | $0 | $907-100.0% | $4,659-100.0% | $29,657-100.0% |