Filed January 6, 2006 (most recent of 3 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 |
|---|---|---|
MARQUETTE ASSOCIATES1+ years Filed as: MARQUETTE ASSOCIATES, INC Service code 28 · EIN 36-3485298 | Investment Management | $45,000 |
RYAN LABS ASSET MANAGEMENT1+ years Filed as: RYAN LABS, INC Service code 28 · EIN 13-3451974 | Investment Management | $30,763 |
VAUGHAN NELSON INVESTMENT MGMT1+ years Filed as: VAUGHAN NELSON INVESTMENT MGMT, LP Service code 28 · EIN 04-3304963 | Investment Management | $24,348 |
PNC BANK, N.A.1+ years Filed as: PNC BANK N.A. Service code 28 · EIN 25-1211909 | Investment Management | $23,986 |
BAIRD FUNDS1+ years Filed as: ROBERT BAIRD & CO Service code 28 · EIN 39-6037917 | Investment Management | $13,989 |
ACADIAN ASSET MANAGEMENT LLC1+ years Filed as: ACADIAN GLOBAL Service code 28 · EIN 26-2107163 | Investment Management | $12,725 |
WESTFIELD CAPITAL MANAGEMENT1+ years Service code 28 · EIN 80-0175963 | Investment Management | $11,127 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $14,096,330-100.0% | $219,333-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 0.0%0pp |
| Annual return | 0.22% | 4.01%-3.8pp | -2.00%+2.2pp | 1.67%-1.5pp |
| Employer contribution / active EE | $1,550 | $6,352-75.6% | $34,470-95.5% | $10,506-85.2% |
| Participant deferral / active EE | $0 | $452-100.0% | $34-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $5,362-100.0% | $66,276-100.0% |