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 GROUP4+ years Service code 11 · EIN 13-4032401 | Actuarial | $87,570 |
M&T INVESTMENT GROUP2 years Service code 11 · EIN 23-2289209 | Actuarial | $36,588 |
Filed as: PRINCIPAL FINANCIAL GROUP Service code 18 711 HIGH STREET · DES MOINES, IA 50392 | Investment management; Custodial (oth... | $22,801 |
Filed as: FIDELITY Service code 51 200 SEAPORT BOULEVARD · BOSTON, MA 02210 | Investment Mgmt Fees | $20,493 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Filed as: WILSHIRE ASSOCIATES Service code 49 210 SIXTH AVENUE, SUITE 3720 · PITTSBURG, PA 15222 | Other Services | $16,146 |
PGIM INVESTMENTS2 years Filed as: PGIM Service code 28 751 BROAD STREET · NEWARK, NJ 07102 | Investment Management | $11,134 |
INVESCO1 year Service code 28 · EIN 58-1707262 | Investment Management | $1,282 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $3,370,408-100.0% | $428,620-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 1.2%-1.2pp |
| Annual return | 5.52% | 15.61%-10.1pp | 20.73%-15.2pp | 53.27%-47.7pp |
| Employer contribution / active EE | $20,402 | $10,773+89.4% | $36,500-44.1% | $14,774+38.1% |
| Participant deferral / active EE | $0 | $68-100.0% | $77-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $7,495-100.0% | $13,289-100.0% |