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 LLP6 years Filed as: COHNREZNICK Service code 10 · EIN 22-1478099 | Accounting | $0 |
MARSHALL AND STEVENS7+ years Service code 34 · EIN 36-2919252 | Valuation (appraisals, etc.) | $0 |
MERCER7+ years Filed as: MERCER HUMAN RESOURCE CONSULTING Service code 11 · EIN 13-2834414 | Actuarial | $0 |
PNC BANK, N.A.7+ 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $144,996-100.0% | $111,297-100.0% | $93,030-100.0% |
| Participation rate | 0.0% | 86.2%-86.2pp | 77.3%-77.3pp | 73.9%-73.9pp |
| Annual return | 26.75% | 18.26%+8.5pp | 54.65%-27.9pp | 158.70%-132.0pp |
| Employer contribution / active EE | $13,165 | $3,056+330.8% | $2,731+382.1% | $2,706+386.6% |
| Participant deferral / active EE | $0 | $5,587-100.0% | $4,487-100.0% | $4,562-100.0% |
| Admin fee / account holder | $0 | $103-100.0% | $7,964-100.0% | $152-100.0% |