Filed August 4, 2006 (most recent of 2 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 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 |
|---|---|---|
KREISCHER MILLER1+ years Service code 10 · EIN 23-1980475 | Accounting | $123,000 |
PNC BANK, N.A.1+ years Service code 59 · EIN 25-1211909 | Shareholder Servicing | $2,360 |
PNC BANK, N.A.1+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 52 | Indirect Investment Fees | $0 |
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 | $71,559 | $72,770-1.7% | $67,652+5.8% | $55,191+29.7% |
| Participation rate | 91.5% | 78.8%+12.7pp | 75.7%+15.8pp | 69.2%+22.3pp |
| Annual return | -0.00% | -3.26%+3.3pp | 6625.04%-6625.0pp | 10.78%-10.8pp |
| Employer contribution / active EE | $2,776 | $1,769+56.9% | $2,266+22.5% | $1,899+46.2% |
| Participant deferral / active EE | $4,550 | $3,408+33.5% | $3,560+27.8% | $3,046+49.4% |
| Admin fee / account holder | $18 | $79-76.8% | $4,821-99.6% | $91-79.8% |