Filed October 18, 2004
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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.1+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 21 · EIN 25-1211909 | Bank Trustee | $1,614,301 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON OPPORTUNISTIC Service code 28 · EIN 04-2755549 | Investment Management | $283,772 |
CHILTON CAPITAL MANAGEMENT LLC1+ years Filed as: CHILTON CAPITAL MANAGEMENT Service code 28 · EIN 76-0488937 | Investment Management | $166,969 |
INSTINET1+ years Service code 33 · EIN 13-2625132 | Securities brokerage | $20,195 |
JP MORGAN SECURITIES LLC1+ years Filed as: JP MORGAN SECURITIES INC. Service code 33 · EIN 13-3299429 | Securities brokerage | $16,650 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
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 | -0.55% | 4.01%-4.6pp | -2.00%+1.5pp | 1.67%-2.2pp |
| Employer contribution / active EE | $3,403 | $6,352-46.4% | $34,470-90.1% | $10,506-67.6% |
| 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% |