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 |
|---|---|---|
PNC BANK, N.A.6+ years Filed as: PNC BANK N.A. Service code 21 · EIN 25-1211909 | Bank Trustee | $47,494 |
RYAN LABS ASSET MANAGEMENT2 years Filed as: RYAN LABS INC Service code 28 · EIN 13-3451974 | Investment Management | $30,000 |
ACADIAN ASSET MANAGEMENT LLC6+ years Filed as: ACADIAN GLOBAL Service code 28 · EIN 26-2107163 | Investment Management | $17,327 |
WELLINGTON TRUST COMPANY1 year Service code 28 · EIN 27-1593162 | Investment Management | $15,617 |
Filed as: VAUGHAN NELSON INVESTMENT MANAGEMEN Service code 28 · EIN 04-3304963 | Investment Management | $13,103 |
BAIRD FUNDS2 years Filed as: ROBERT BAIRD Service code 28 · EIN 39-6037917 | Investment Management | $12,614 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,168,160-100.0% | $220,428-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.5%-43.5pp | 0.6%-0.6pp |
| Annual return | 7.98% | 10.64%-2.7pp | 90.60%-82.6pp | 11.45%-3.5pp |
| Employer contribution / active EE | $7,504 | $11,339-33.8% | $32,727-77.1% | $17,219-56.4% |
| Participant deferral / active EE | $0 | $81-100.0% | $40-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $21,565-100.0% | $12,805-100.0% | $15,480-100.0% |