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 CONSULTING2 years Filed as: AON INVESTMENTS USA, INC. Service code 27 555 EAST LANCASTER AVENUE, SUITE 30 · RADNOR, PA 190875159 | Advisory (Plan) | $135,953 |
CONRAD SIEGEL4 years Service code 11 · EIN 23-1669823 PO BOX 5900 · HARRISBURG, PA 171100900 | Actuarial | $28,798 |
ISLER DARE, P.C.6+ years Filed as: ISLER DARE, PC Service code 29 1945 OLD GALLOWS ROAD, SUITE 650 · VIENNA, VA 22182 | Legal | $19,096 |
CALIBRE CPA GROUP PLLC4 years Service code 10 7501 WISCONSIN AVENUE · BETHESDA, MD 20814 | Accounting | $17,200 |
CITCO FUND SERVICES6+ 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 | $88,833-100.0% | $151,098-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 5.9%-5.9pp | 16.3%-16.3pp | 8.4%-8.4pp |
| Annual return | 15.67% | 12.41%+3.3pp | 11.31%+4.4pp | 18.34%-2.7pp |
| Employer contribution / active EE | $37,414 | $18,122+106.5% | $35,729+4.7% | $14,665+155.1% |
| Participant deferral / active EE | $3,236 | $427+658.0% | $237+1267.5% | $70+4547.7% |
| Admin fee / account holder | $0 | $6,633-100.0% | $20,124-100.0% | $9,141-100.0% |