Filed March 17, 2003
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 |
|---|---|---|
FID INV INST OPS CO3 years Service code 11 · EIN 04-2647786 | Actuarial | $329,064 |
PFM ADVISORS9 years Filed as: PFM ASSET MANAGEMENT LLC Service code 27 1 KEYSTONE PLAZA · HARRISBURG, PA 17101 | Advisory (Plan) | $179,835 |
Filed as: ONEDIGITAL INVEST ADVISORS LLC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $25,000 |
BAKER TILLY US, LLP2 years Service code 10 · EIN 30-1413443 | Accounting | $16,925 |
Filed as: PRINCIPAL BANK Service code 12 · EIN 42-1466678 | Claims processing; Plan Administrator... | $14,652 |
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.
Employer contribution per participant 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 | $0 | $334,201-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.9%-43.9pp | 0.0%0pp |
| Annual return | 10.28% | 8.50%+1.8pp | 9.84%+0.4pp | 8.76%+1.5pp |
| Employer contribution / active EE | $322 | $11,009-97.1% | $30,320-98.9% | $16,627-98.1% |
| Participant deferral / active EE | $0 | $240-100.0% | $66-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $53,213-100.0% | - |