Filed March 17, 1997
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 |
|---|---|---|
CONRAD SIEGEL7 years Service code 11 · EIN 23-1669823 PO BOX 5900 · HARRISBURG, PA 171100900 | Actuarial | $13,675 |
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,515 |
BERGER, GHERSI & LADUKE PLC5 years Service code 10 300 E LONG LAKE RD #135 · BLOOMFIELD HILLS, MI 48304 | Accounting | $8,325 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 4208 6 FORKS ROAD, SUITE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $5,749 |
AMERICAN REALTY ADVISORS6 years Filed as: AMERICAN BEACON ADVISORS INC Service code 28 · EIN 75-2401150 | Investment Management | $0 |
AMERICAN FUNDS5 years Filed as: CAPITAL RESEARCH AND COMPANY Service code 28 · EIN 95-1411037 | Investment Management | $0 |
AMERICAN FUNDS6 years Filed as: CAPITAL RESEARCH AND MANAGEMENT COM Service code 28 | Investment Management | $0 |
Filed as: FIDELITY & RESEARCH COMPANY Service code 28 · EIN 06-1194217 | Investment Management | $0 |
Filed as: FIDELITY MANAGEMENT & RESEARCH COMP Service code 28 | Investment Management | $0 |
Filed as: NEW YORK LIFE INVESTMENT LLC Service code 28 51 MADISON AVENUE · NEW YORK, NY 10010 | 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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $195,758-100.0% | $182,032-100.0% | $287,075-100.0% |
| Participation rate | 0.0% | 25.1%-25.1pp | 13.4%-13.4pp | 55.8%-55.8pp |
| Annual return | 11.03% | 3.72%+7.3pp | 7.70%+3.3pp | 24.42%-13.4pp |
| Employer contribution / active EE | $0 | $38,217-100.0% | $28,478-100.0% | $41,338-100.0% |
| Participant deferral / active EE | $0 | $2-100.0% | $49-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $61,373-100.0% | $51,246-100.0% | $22,079-100.0% |