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 CONSULTING5 years Filed as: AON INVESTMENTS USA, INC. Service code 27 555 EAST LANCASTER AVENUE, SUITE 30 · RADNOR, PA 190875159 | Advisory (Plan) | $144,461 |
CONRAD SIEGEL7 years Service code 11 · EIN 23-1669823 PO BOX 5900 · HARRISBURG, PA 171100900 | Actuarial | $35,404 |
CALIBRE CPA GROUP PLLC7 years Service code 10 7501 WISCONSIN AVENUE · BETHESDA, MD 20814 | Accounting | $19,000 |
ISLER DARE, P.C.9+ years Filed as: ISLER DARE, PC Service code 29 1945 OLD GALLOWS ROAD, SUITE 650 · VIENNA, VA 22182 | Legal | $18,345 |
US BANK1 year Filed as: U.S. BANCORP Service code 21 · EIN 41-0255900 7TH AND WASHINGTON · ST. LOUIS, MO 63101 | Bank Trustee | $14,008 |
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 | $52,198-100.0% | $342,274-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 14.4%-14.4pp | 11.0%-11.0pp |
| Annual return | 8.27% | 10.25%-2.0pp | 8.34%-0.1pp | 8.23%0pp |
| Employer contribution / active EE | $35,537 | $16,685+113.0% | $30,799+15.4% | $13,859+156.4% |
| Participant deferral / active EE | $3,668 | $728+403.9% | $252+1354.9% | $61+5877.3% |
| Admin fee / account holder | $0 | $1,652-100.0% | $47,069-100.0% | $1,652-100.0% |