Filed July 28, 2003
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 10-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 |
|---|---|---|
BAIRD INSURANCE SERVICES INC7+ years Filed as: HILLIARD LYONS TRUST COMPANY, LLC Service code 28 · EIN 35-2326302 | Investment Management | $61,912 |
USI CONSULTING GROUP1 year Service code 11 · EIN 06-1053228 | Actuarial | $53,818 |
PNC BANK, N.A.7+ years Service code 21 · EIN 22-1146430 | Bank Trustee | $36,785 |
DEAN DORTON ALLEN FORD, PLLC7+ years Service code 10 · EIN 27-3858252 | Accounting | $19,700 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $88,833-100.0% | $151,098-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 5.9%-5.9pp | 16.3%-16.3pp | 8.4%-8.4pp |
| Annual return | 12.78% | 12.41%+0.4pp | 11.31%+1.5pp | 18.34%-5.6pp |
| Employer contribution / active EE | $29,032 | $18,122+60.2% | $35,729-18.7% | $14,665+98.0% |
| Participant deferral / active EE | $0 | $427-100.0% | $237-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $6,633-100.0% | $20,124-100.0% | $9,141-100.0% |