Filed August 30, 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 |
|---|---|---|
REYNOLDS CONSULTING SERVICES4+ years Filed as: REYNOLDS CONSULTING SERVICES, LLC Service code 17 · EIN 20-1899564 410 JERICHO TURNPIKE · JERICHO, NY 11753 | Pension Consulting | $31,792 |
LOOMIS SAYLES3 years Service code 28 · EIN 04-3200030 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $23,311 |
WILLIG, WILLIAMS & DAVIDSON4+ years Service code 29 · EIN 23-2416488 1845 WALNUT STREET · PHILADELPHIA, PA 19103 | Legal | $13,629 |
FABIAN & BYRN LLC3 years Service code 13 · EIN 22-1772005 400 FRANKLIN AVENUE · PHOENIXVILLE, PA 19460 | Contract Administrator | $4,467 |
Service code 13 · EIN 20-4056745 2500 MCCLELLAN AVENUE · PENNSAUKEN, NJ 08109 | Contract Administrator | $1,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $43,504-100.0% | $68,793-100.0% | $56,287-100.0% |
| Participation rate | 0.0% | 67.8%-67.8pp | 72.2%-72.2pp | 69.9%-69.9pp |
| Annual return | -1.32% | -3.15%+1.8pp | -4.63%+3.3pp | -9.96%+8.6pp |
| Employer contribution / active EE | $3,968 | $1,525+160.2% | $2,625+51.2% | $2,111+88.0% |
| Participant deferral / active EE | $0 | $2,509-100.0% | $3,311-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $515-100.0% | $5,131-100.0% | $521-100.0% |