Filed October 19, 2004
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 |
|---|---|---|
COHNREZNICK LLP1 year Service code 10 · EIN 33-4144829 | Accounting | $0 |
MARSHALL AND STEVENS10+ years Service code 34 · EIN 36-2919252 | Valuation (appraisals, etc.) | $0 |
MERCER10+ years Filed as: MERCER HUMAN RESOURCE CONSULTING Service code 11 · EIN 13-2834414 | Actuarial | $0 |
PNC BANK, N.A.10+ years Filed as: PNC ADVISORS Service code 21 · EIN 22-1146430 | Bank Trustee | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $110,299-100.0% | $102,423-100.0% | $199,593-100.0% |
| Participation rate | 0.0% | 86.3%-86.3pp | 76.5%-76.5pp | 72.0%-72.0pp |
| Annual return | 6.02% | 35.73%-29.7pp | 29.32%-23.3pp | 34.25%-28.2pp |
| Employer contribution / active EE | $27,451 | $3,603+661.9% | $3,023+808.0% | $3,034+804.7% |
| Participant deferral / active EE | $0 | $6,376-100.0% | $5,053-100.0% | $5,087-100.0% |
| Admin fee / account holder | $0 | $122-100.0% | $9,451-100.0% | $269-100.0% |