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 LLP7 years Filed as: COHNREZNICK Service code 10 · EIN 22-1478099 | Accounting | $0 |
MARSHALL AND STEVENS8+ years Service code 34 · EIN 36-2919252 | Valuation (appraisals, etc.) | $0 |
MERCER8+ years Filed as: MERCER HUMAN RESOURCE CONSULTING Service code 11 · EIN 13-2834414 | Actuarial | $0 |
PNC BANK, N.A.8+ 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 | $130,141-100.0% | $86,677-100.0% | $77,904-100.0% |
| Participation rate | 0.0% | 85.9%-85.9pp | 76.6%-76.6pp | 73.7%-73.7pp |
| Annual return | 28.13% | -12.75%+40.9pp | 35.91%-7.8pp | 12.21%+15.9pp |
| Employer contribution / active EE | $13,837 | $3,220+329.7% | $2,836+387.8% | $2,848+385.9% |
| Participant deferral / active EE | $0 | $5,757-100.0% | $4,656-100.0% | $4,806-100.0% |
| Admin fee / account holder | $0 | $132-100.0% | $7,493-100.0% | $133-100.0% |