Filed October 31, 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.
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 |
|---|---|---|
SCHRODER INVESTMENT MANAGEMENT1+ years Service code 28 · EIN 13-4064414 | Investment Management | $296,256 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON DELAWARE Service code 11 · EIN 53-0181291 | Actuarial | $218,202 |
DWS FUNDS1+ years Filed as: RREEF AMERICA L.L.C Service code 28 · EIN 94-2753537 | Investment Management | $185,459 |
NORTHERN TRUST COMPANY1+ years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $172,738 |
VICTORY1+ years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 13-2700161 | Investment Management | $78,770 |
PNC BANK, N.A.1+ years Filed as: PNC ADVISORS, N.A. Service code 28 · EIN 22-1146430 | Investment Management | $30,080 |
BDO USA, LLP1+ years Service code 10 · EIN 13-5381590 | Accounting | $25,000 |
OGLETREE DEAKINS1+ years Filed as: OGLETREE,DEAKINS,NASH,SMOAK&STEARD Service code 29 · EIN 57-1044820 | Legal | $7,144 |
PNC BANK, N.A.1+ years Filed as: PNC CAPITAL ADVISORS, LLC Service code 28 · EIN 27-0640560 | 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 | $82,591-100.0% | $522,682-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 5.6%-5.6pp | 12.6%-12.6pp | 0.8%-0.8pp |
| Annual return | 0.10% | -0.43%+0.5pp | -3.43%+3.5pp | -0.60%+0.7pp |
| Employer contribution / active EE | $0 | $10,132-100.0% | $25,607-100.0% | $12,272-100.0% |
| Participant deferral / active EE | $0 | $566-100.0% | $77-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $13,511-100.0% | $717-100.0% |