Filed September 14, 1992
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.
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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.1+ years Filed as: PNC BANK Service code 28 · EIN 25-1211909 | Investment Management | $220,923 |
MFS INVESTMENT MANAGEMENT1+ years Filed as: MFS INSTITUTIONAL ADVISORS Service code 28 500 BOYLSTON STREET · BISTON, MA 02116 | Investment Management | $51,434 |
FAYEZ SAROFIM & CO1+ years Filed as: FAYEZ SAROFIM AND CO Service code 28 · EIN 74-1312679 | Investment Management | $50,366 |
PGIM INVESTMENTS1+ years Filed as: JENNISON ASSOCIATES Service code 50 · EIN 13-2631103 | Direct Payment | $48,638 |
NEUBERGER BERMAN1+ years Service code 28 605 THIRD AVENUE · NEW YORK, NY 10158 | Investment Management | $27,783 |
BAIRD INSURANCE SERVICES INC1+ years Filed as: BAIRD INVESTMENT MANAGEMENT Service code 28 · EIN 39-6037917 | Investment Management | $21,851 |
HARDING LOEVNER LP1+ years Filed as: HARDING LOEVNER Service code 28 400 CROSSING BLVD · BRIDGEWATER, NJ 08807 | Investment Management | $17,774 |
EARNEST PARTNERS, LLC1+ years Filed as: EARNEST PARTNERS Service code 28 1180 PEACHTREE STREET · ATLANTA, GA 30309 | Investment Management | $10,039 |
EAGLE CAPITAL MANAGEMENT, LLC1+ years Filed as: EAGLE ASSET MANAGEMENT Service code 28 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Investment Management | $9,766 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
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 | $14,096,330-100.0% | $219,333-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 0.0%0pp |
| Annual return | -1.67% | 4.01%-5.7pp | -2.00%+0.3pp | 1.67%-3.3pp |
| Employer contribution / active EE | $2,841 | $6,352-55.3% | $34,470-91.8% | $10,506-73.0% |
| Participant deferral / active EE | $0 | $452-100.0% | $34-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $5,362-100.0% | $66,276-100.0% |