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 |
|---|---|---|
PNC BANK, N.A.4+ years Service code 25 · EIN 22-1146430 | Directed Trustee | $124,325 |
KREISCHER MILLER4+ years Service code 10 · EIN 23-1980475 | Accounting | $12,514 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $93,987 | $65,118+44.3% | $76,768+22.4% | $55,725+68.7% |
| Participation rate | 82.0% | 79.6%+2.4pp | 77.0%+5.0pp | 70.9%+11.1pp |
| Annual return | 0.63% | -1.27%+1.9pp | 2.43%-1.8pp | 244.93%-244.3pp |
| Employer contribution / active EE | $3,088 | $1,941+59.1% | $2,485+24.3% | $2,078+48.6% |
| Participant deferral / active EE | $5,439 | $3,688+47.5% | $3,852+41.2% | $3,356+62.1% |
| Admin fee / account holder | $191 | $116+64.7% | $6,675-97.1% | $115+65.7% |