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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| 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 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.
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% |