Filed October 18, 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 with Solo.
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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP3+ years Service code 11 · EIN 13-4032401 | Actuarial | $73,320 |
M&T INVESTMENT GROUP1 year Service code 11 · EIN 23-2289209 | Actuarial | $35,682 |
Filed as: FIDELITY Service code 51 200 SEAPORT BOULEVARD · BOSTON, MA 02210 | Investment Mgmt Fees | $25,655 |
Filed as: PRINCIPAL FINANCIAL GROUP Service code 18 711 HIGH STREET · DES MOINES, IA 50392 | Investment management; Custodial (oth... | $23,801 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Filed as: WILSHIRE ASSOCIATES Service code 49 210 SIXTH AVENUE, SUITE 3720 · PITTSBURG, PA 15222 | Other Services | $14,669 |
PGIM INVESTMENTS1 year Filed as: PGIM Service code 28 751 BROAD STREET · NEWARK, NJ 07102 | Investment Management | $12,046 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $18,026,966-100.0% | $436,953-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 1.8%-1.8pp |
| Annual return | 3.44% | -2.48%+5.9pp | -102.03%+105.5pp | 0.19%+3.3pp |
| Employer contribution / active EE | $13,518 | $7,648+76.8% | $36,229-62.7% | $13,763-1.8% |
| Participant deferral / active EE | $0 | $27-100.0% | $48-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $12,721-100.0% | $426-100.0% |