Filed January 10, 2006
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 |
|---|---|---|
Filed as: FIDELITY MANAGEMENT TRUST CO Service code 21 · EIN 04-2723880 | Bank Trustee | $85,020 |
Filed as: FIDELITY WORKPLACE INVESTING LLC Service code 11 · EIN 04-2647786 | Actuarial | $80,394 |
PNC BANK, N.A.2 years Filed as: PNC BANK Service code 21 · EIN 22-1146430 | Bank Trustee | $26,331 |
FINDLEY2 years Filed as: FINDLEY DAVIES Service code 11 · EIN 34-1213174 | Actuarial | $17,911 |
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 | $3,370,408-100.0% | $133,543,011-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 1.2%-1.2pp |
| Annual return | 18.20% | 221.56%-203.4pp | 29.77%-11.6pp | 53.27%-35.1pp |
| Employer contribution / active EE | $979 | $12,096-91.9% | $33,607-97.1% | $14,774-93.4% |
| Participant deferral / active EE | $0 | $286-100.0% | $96-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $835,310-100.0% | $13,289-100.0% |