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 LLP5 years Filed as: COHNREZNICK Service code 10 · EIN 22-1478099 | Accounting | $0 |
MARSHALL AND STEVENS6+ years Service code 34 · EIN 36-2919252 | Valuation (appraisals, etc.) | $0 |
MERCER6+ years Filed as: MERCER HUMAN RESOURCE CONSULTING Service code 11 · EIN 13-2834414 | Actuarial | $0 |
PNC BANK, N.A.6+ 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.
Participant contribution per participant 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 | $176,491-100.0% | $95,952-100.0% | $90,288-100.0% |
| Participation rate | 0.0% | 86.6%-86.6pp | 77.1%-77.1pp | 73.4%-73.4pp |
| Annual return | 26.45% | 20.14%+6.3pp | 91.61%-65.2pp | 53.97%-27.5pp |
| Employer contribution / active EE | $6,442 | $2,789+131.0% | $2,541+153.5% | $2,524+155.2% |
| Participant deferral / active EE | $0 | $5,340-100.0% | $4,167-100.0% | $4,232-100.0% |
| Admin fee / account holder | $0 | $154-100.0% | $6,795-100.0% | $114-100.0% |