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 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. $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 | $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% |