Filed May 22, 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 8-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 |
|---|---|---|
Service code 11 · EIN 13-3689044 | Actuarial | $306,877 |
Service code 25 · EIN 42-0127290 | Directed Trustee | $215,115 |
STRATEGIC ADVISORS, INC.2+ years Filed as: STRATEGIC RETIREMENT GROUP, INC. Service code 17 · EIN 59-4441424 | Pension Consulting | $55,000 |
PNC BANK, N.A.2+ years Filed as: PNC BANK Service code 21 · EIN 25-1435979 | Bank Trustee | $35,010 |
DIAMOND HILL2+ years Filed as: DIAMOND HILL CAPITAL MGMT Service code 27 325 JOHN H. MCCONNELL BLVD · COLUMBUS, OH 43215 | Advisory (Plan) | $25,400 |
Filed as: DEUTSCHE INVESTMENT MANAGEMENT Service code 27 345 PARK AVENUE · NEW YORK, NY 10154 | Advisory (Plan) | $24,365 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $41,934-100.0% | $219,466-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 44.6%-44.6pp | 1.8%-1.8pp |
| Annual return | 2.09% | 5.09%-3.0pp | 5.00%-2.9pp | 7.18%-5.1pp |
| Employer contribution / active EE | $5,961 | $7,393-19.4% | $35,918-83.4% | $13,095-54.5% |
| Participant deferral / active EE | -$150 | $178-184.0% | $75-298.8% | $385-138.9% |
| Admin fee / account holder | $0 | $128-100.0% | $13,204-100.0% | $362-100.0% |