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 CONSULTING3 years Filed as: AON INVESTMENTS USA, INC. Service code 27 555 EAST LANCASTER AVENUE, SUITE 30 · RADNOR, PA 190875159 | Advisory (Plan) | $150,087 |
CONRAD SIEGEL5 years Service code 11 · EIN 23-1669823 PO BOX 5900 · HARRISBURG, PA 171100900 | Actuarial | $33,643 |
CALIBRE CPA GROUP PLLC5 years Service code 10 7501 WISCONSIN AVENUE · BETHESDA, MD 20814 | Accounting | $17,500 |
ISLER DARE, P.C.7+ years Filed as: ISLER DARE, PC Service code 29 1945 OLD GALLOWS ROAD, SUITE 650 · VIENNA, VA 22182 | Legal | $10,213 |
CITCO FUND SERVICES7+ 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.
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 | $378,419-100.0% | $748,470-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 21.7%-21.7pp | 9.9%-9.9pp |
| Annual return | -17.54% | 13.34%-30.9pp | 0.46%-18.0pp | -5.25%-12.3pp |
| Employer contribution / active EE | $38,009 | $19,967+90.4% | $35,480+7.1% | $15,166+150.6% |
| Participant deferral / active EE | $3,552 | $651+445.6% | $231+1438.2% | $120+2863.6% |
| Admin fee / account holder | $0 | $2,728-100.0% | $29,938-100.0% | $3,859-100.0% |