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.
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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.2+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 21 · EIN 25-1211909 | Bank Trustee | $1,305,985 |
WELLINGTON TRUST COMPANY2+ years Filed as: WELLINGTON OPPORTUNISTIC Service code 28 · EIN 04-2755549 | Investment Management | $321,895 |
JP MORGAN SECURITIES LLC2+ years Filed as: JP MORGAN SECURITIES INC. Service code 33 · EIN 13-3299429 | Securities brokerage | $10,610 |
CITATION FINANCIAL GROUP1 year Filed as: CITATION Service code 33 · EIN 13-5674085 | Securities brokerage | $10,128 |
CONVERGEX EXECUTION SOLUTIONS LLC1 year Filed as: CONVERGEX Service code 33 · EIN 20-5150276 | Securities brokerage | $6,872 |
Filed as: CITIGROUP GLOBAL MKTS Service code 33 · EIN 11-2418191 | Securities brokerage | $6,464 |
See 1 actuary disclosure with Solo.
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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 | 4.17% | 9.41%-5.2pp | 5.00%-0.8pp | 9.19%-5.0pp |
| Employer contribution / active EE | $28,372 | $8,353+239.7% | $35,918-21.0% | $12,608+125.0% |
| 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% |