Filed November 9, 2005 (most recent of 2 filings on file)
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.
| Provider | Service type | Compensation |
|---|---|---|
CROWE LLP1 year Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 488 MADISON AVENUE · NEW YORK, NY 10022 | Accounting | $13,125 |
NEUBERGER BERMAN1 year Service code 28 · EIN 13-5521910 605 THIRD AVENUE · NEW YORK, NY 10158 | Investment Management | $12,612 |
PNC BANK, N.A.1 year Filed as: PNC BANK Service code 21 · EIN 25-1211909 620 LIBERTY AVE · PITTSBURGH, PA 15222 | Bank Trustee | $5,050 |
Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $202,986-100.0% | $202,986-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 41.2%-41.2pp | 26.9%-26.9pp | 45.6%-45.6pp |
| Annual return | -49.70% | 2.00%-51.7pp | 2.04%-51.7pp | 4.16%-53.9pp |
| Employer contribution / active EE | $0 | $70,498-100.0% | $57,418-100.0% | $42,916-100.0% |
| Participant deferral / active EE | $0 | $84-100.0% | $123-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $255,353-100.0% | $255,353-100.0% | $21,465-100.0% |