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 | $211,176 |
Filed as: DEUTSCHE INVESTMENT MANAGEMENT Service code 27 345 PARK AVENUE · NEW YORK, NY 10154 | Advisory (Plan) | $89,258 |
STRATEGIC ADVISORS, INC.3+ years Filed as: STRATEGIC RETIREMENT GROUP, INC. Service code 17 · EIN 59-4441424 | Pension Consulting | $41,250 |
PNC BANK, N.A.3+ years Filed as: PNC BANK Service code 21 · EIN 25-1435979 | Bank Trustee | $28,218 |
DIAMOND HILL3+ years Filed as: DIAMOND HILL CAPITAL MGMT Service code 27 325 JOHN H. MCCONNELL BLVD · COLUMBUS, OH 43215 | Advisory (Plan) | $12,687 |
Service code 25 · EIN 42-0127290 | Directed Trustee | $7,030 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $1,723,788-100.0% | $198,173-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 1.9%-1.9pp |
| Annual return | 4.46% | 12.40%-7.9pp | 10.16%-5.7pp | 23.90%-19.4pp |
| Employer contribution / active EE | $0 | $8,748-100.0% | $33,192-100.0% | $16,539-100.0% |
| Participant deferral / active EE | $0 | $217-100.0% | $66-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $7,531-100.0% | $18,975-100.0% |