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 ASSOCIATES2+ years Filed as: MARQUETTE ASSOCIATES, INC Service code 28 · EIN 36-3485298 | Investment Management | $45,000 |
PNC BANK, N.A.2+ years Filed as: PNC BANK N.A. Service code 28 · EIN 25-1211909 | Investment Management | $30,865 |
RYAN LABS ASSET MANAGEMENT2+ years Filed as: RYAN LABS, INC Service code 28 · EIN 13-3451974 | Investment Management | $30,000 |
VAUGHAN NELSON INVESTMENT MGMT2+ years Filed as: VAUGHAN NELSON INVESTMENT MGMT, LP Service code 28 · EIN 04-3304963 | Investment Management | $23,043 |
ACADIAN ASSET MANAGEMENT LLC2+ years Filed as: ACADIAN GLOBAL Service code 28 · EIN 26-2107163 | Investment Management | $22,924 |
BAIRD FUNDS2+ years Filed as: ROBERT BAIRD & CO Service code 28 · EIN 39-6037917 | Investment Management | $16,024 |
Service code 28 · EIN 45-2531297 | Investment Management | $5,836 |
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 | $381,942,733-100.0% | $219,466-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.6%-44.6pp | 0.0%0pp |
| Annual return | 5.33% | 9.41%-4.1pp | 5.00%+0.3pp | 9.19%-3.9pp |
| Employer contribution / active EE | $2,670 | $8,353-68.0% | $35,918-92.6% | $12,608-78.8% |
| Participant deferral / active EE | $0 | $340-100.0% | $75-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,204-100.0% | $2,655,710-100.0% |