Filed March 12, 2010 (most recent of 2 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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC4 years Service code 11 · EIN 23-1159360 | Actuarial | $146,757 |
PNC BANK, N.A.7+ years Filed as: PNC BANK Service code 27 · EIN 25-1197336 | Advisory (Plan) | $126,612 |
MORGAN STANLEY SMITH BARNEY7+ years Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $31,634 |
FREED MAXICK CPAS PC7+ years Service code 10 · EIN 45-4051133 | Accounting | $17,000 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $67,261-100.0% | $220,551-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 8.7%-8.7pp | 3.6%-3.6pp |
| Annual return | 6.22% | 8.91%-2.7pp | 7.32%-1.1pp | 11.84%-5.6pp |
| Employer contribution / active EE | $24,510 | $8,713+181.3% | $23,426+4.6% | $17,339+41.4% |
| Participant deferral / active EE | $0 | $675-100.0% | $107-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $892-100.0% | $9,522-100.0% | $409-100.0% |