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 ASSOCIATES4+ years Filed as: MARQUETTE ASSOCIATES, INC Service code 28 · EIN 36-3485298 | Investment Management | $35,250 |
VAUGHAN NELSON INVESTMENT MGMT4+ years Filed as: VAUGHAN NELSON INVESTMENT MGMT, LP Service code 28 · EIN 04-3304963 | Investment Management | $32,096 |
RYAN LABS ASSET MANAGEMENT4+ years Filed as: RYAN LABS, INC Service code 28 · EIN 13-3451974 | Investment Management | $31,028 |
PNC BANK, N.A.4+ years Filed as: PNC BANK N.A. Service code 21 · EIN 22-1146430 | Bank Trustee | $31,021 |
ACADIAN ASSET MANAGEMENT LLC4+ years Filed as: ACADIAN GLOBAL Service code 28 · EIN 26-2107163 | Investment Management | $27,255 |
BAIRD FUNDS4+ years Filed as: ROBERT BAIRD & CO Service code 28 · EIN 39-6037917 | Investment Management | $22,075 |
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 | $18,026,966-100.0% | $436,953-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 1.8%-1.8pp |
| Annual return | -6.38% | -2.48%-3.9pp | -102.03%+95.7pp | 0.19%-6.6pp |
| Employer contribution / active EE | $4,485 | $7,648-41.4% | $36,229-87.6% | $13,763-67.4% |
| Participant deferral / active EE | $0 | $27-100.0% | $48-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $12,721-100.0% | $426-100.0% |