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.3+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 21 · EIN 25-1211909 | Bank Trustee | $1,131,144 |
WELLINGTON TRUST COMPANY3+ years Filed as: WELLINGTON OPPORTUNISTIC Service code 28 · EIN 04-2755549 | Investment Management | $197,511 |
DELOITTE & TOUCHE LLP1 year Filed as: DELOITTE CONSULTING LLC Service code 11 · EIN 06-1454513 | Actuarial | $97,940 |
Filed as: DEMARCHE ASSOCIATES INC Service code 28 · EIN 43-1493130 | Investment Management | $35,183 |
CONVERGEX EXECUTION SOLUTIONS LLC2 years Filed as: CONVERGEX Service code 33 · EIN 20-5150276 | Securities brokerage | $7,610 |
ISI GROUP INC1 year Service code 33 · EIN 27-2635011 | Securities brokerage | $6,459 |
CITATION FINANCIAL GROUP2 years Filed as: CITATION Service code 33 · EIN 13-5674085 | Securities brokerage | $5,908 |
INVESTMENT TECHNOLOGY GROUP, INC.1 year Filed as: INVESTMENT TECHNOLOGY GROUP Service code 33 · EIN 95-4339369 | Securities brokerage | $5,206 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $0 | $198,173-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 0.0%0pp |
| Annual return | 14.37% | 26.60%-12.2pp | 10.16%+4.2pp | 17.84%-3.5pp |
| Employer contribution / active EE | $0 | $7,232-100.0% | $33,192-100.0% | $14,688-100.0% |
| Participant deferral / active EE | $0 | $539-100.0% | $66-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $7,531-100.0% | - |