Filed October 19, 2004 (most recent of 3 filings on file)
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 |
|---|---|---|
CONRAD SIEGEL8 years Service code 11 · EIN 23-1669823 | Actuarial | $441,467 |
BRENTWOOD ASSET ADVISORS2 years Filed as: BRENTWOOD CAPITAL ADVISORS Service code 27 1600 WEST END AVE · NASHVILLE, TN 37203 | Advisory (Plan) | $60,000 |
PNC BANK, N.A.2 years Filed as: PNC BANK, NA Service code 21 · EIN 51-0015380 | Bank Trustee | $29,510 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 29 · EIN 83-8091050 | Legal | $23,177 |
WILMINGTON TRUST10+ years Service code 25 INST SVC UNIT, ONE M AND T PLAZA · BUFFALO, NY 14203 | Directed Trustee | $20,587 |
THE BANK OF NEW YORK MELLON10+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $6,471 |
See 1 actuary disclosure. $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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $325,553-100.0% | $325,553-100.0% | $338,187-100.0% |
| Participation rate | 0.0% | 32.3%-32.3pp | 16.2%-16.2pp | 44.0%-44.0pp |
| Annual return | -4.21% | 9.11%-13.3pp | 9.14%-13.4pp | 13.05%-17.3pp |
| Employer contribution / active EE | $0 | $46,891-100.0% | $40,544-100.0% | $37,639-100.0% |
| Participant deferral / active EE | $0 | $37-100.0% | $42-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $17,411-100.0% | $17,411-100.0% | $30,864-100.0% |