Filed September 19, 2006 (most recent of 5 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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON Service code 11 600 GRANT ST, SUITE 4940 · PITTSBURGH, PA 15219 | Actuarial | $112,495 |
PNC BANK, N.A.1+ years Filed as: PNC BANK, NA Service code 21 ONE PNC PLAZA, 249 FIFTH AVENUE · PITTSBURGH, PA 15222 | Bank Trustee | $39,986 |
SISTERSON & CO. LLP2+ years Service code 10 310 GRANT STREET, SUITE 2100 · PITTSBURGH, PA 15219 | Accounting | $12,000 |
WEST CAPITAL MANAGEMENT2+ years Filed as: 12 WEST CAPITAL FUND OFFSHORE LTD Service code 52 90 PARK AVENUE, 41ST FLOOR · NEW YORK, NY 10016 | Indirect Investment Fees | $0 |
ABRY ADVANCED SECURITIES III LP1+ years Filed as: ABRY ADVANCED SECURITIES II LP Service code 52 111 HUNTINGTON AVENUE, 29TH FL · BOSTON, MA 02119 | Indirect Investment Fees | $0 |
ABRY ADVANCED SECURITIES III LP2+ years Service code 52 111 HUNTINGTON AVENUE, 29TH FL · BOSTON, MA 02199 | Indirect Investment Fees | $0 |
ABRY ADVANCED SECURITIES III LP2+ years Filed as: ABRY SENIOR EQUITY IV LP Service code 52 111 HUNTINGTON AVENUE, 29TH FL · BOSTON, MA 02199 | Indirect Investment Fees | $0 |
ALTIMETER OFFSHORE LTD2+ years Filed as: ALTIMETER PARTNERS FUND LP Service code 52 ONE INTERNATIONAL PL, 24TH FLOOR · BOSTON, MA 02110 | Indirect Investment Fees | $0 |
ARAVT GLOBAL FUND LTD2+ years Service code 52 645 MADISON AVENUE, SUITE 610 · NEW YORK, NY 10022 | Indirect Investment Fees | $0 |
BLACKGOLD OPPORTUNITY FUND LP2+ years Service code 52 109 NORTH POST OAK LANE, SUITE 520 · HOUSTON, TX 77024 | Indirect Investment Fees | $0 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $52,729-100.0% | $500,101-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 12.6%-12.6pp | 21.3%-21.3pp | 12.6%-12.6pp |
| Annual return | 5.11% | 4.56%+0.6pp | 2.08%+3.0pp | 4.56%+0.6pp |
| Employer contribution / active EE | $50,750 | $15,526+226.9% | $47,324+7.2% | $15,526+226.9% |
| Participant deferral / active EE | $0 | $97-100.0% | $78-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,711-100.0% | $1,916-100.0% | $1,711-100.0% |