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 LLC3+ years Filed as: TOWERS WATSON Service code 11 600 GRANT ST, SUITE 4940 · PITTSBURGH, PA 15219 | Actuarial | $123,722 |
PNC BANK, N.A.2+ years Filed as: PNC BANK, NA Service code 21 ONE PNC PLAZA, 249 FIFTH AVENUE · PITTSBURGH, PA 15222 | Bank Trustee | $32,650 |
SISTERSON & CO. LLP3+ years Service code 10 310 GRANT STREET, SUITE 2100 · PITTSBURGH, PA 15219 | Accounting | $14,000 |
WEST CAPITAL MANAGEMENT3+ 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 LP2+ years Filed as: ABRY ADVANCED SECURITIES II LP Service code 52 888 BOYLSTON STREET, SUITE 1600 · BOSTON, MA 02119 | Indirect Investment Fees | $0 |
ABRY ADVANCED SECURITIES III LP3+ years Service code 52 888 BOYLSTON STREET, SUITE 1600 · BOSTON, MA 02199 | Indirect Investment Fees | $0 |
ABRY ADVANCED SECURITIES III LP3+ years Filed as: ABRY SENIOR EQUITY IV LP Service code 52 888 BOYLSTON STREET, SUITE 1600 · BOSTON, MA 02199 | Indirect Investment Fees | $0 |
ABRY SENIOR EQUITY V LP1 year Service code 52 · EIN 81-4142595 888 BOYLSTON STREET, SUITE 1600 · BOSTON, MA 02199 | Indirect Investment Fees | $0 |
ALTIMETER OFFSHORE LTD3+ 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 LTD3+ years Service code 52 645 MADISON AVENUE, SUITE 610 · NEW YORK, NY 10022 | 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 | $46,757-100.0% | $1,637,423-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 11.3%-11.3pp | 5.3%-5.3pp | 11.3%-11.3pp |
| Annual return | 15.51% | 10.41%+5.1pp | 15.63%-0.1pp | 10.41%+5.1pp |
| Employer contribution / active EE | $37,145 | $14,691+152.8% | $56,677-34.5% | $14,691+152.8% |
| Participant deferral / active EE | $0 | $58-100.0% | $93-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $2,646-100.0% | $0 | $2,646-100.0% |