Filed June 8, 2009 (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 |
|---|---|---|
ALLEGHENY FINANCIAL2+ years Service code 21 · EIN 25-1307896 811 CAMP HORNE ROAD · PITTSBURGH, PA 15237 | Bank Trustee | $12,452 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,853 | $55,453-71.4% | $170,442-90.7% | $62,292-74.6% |
| Participation rate | 98.2% | 66.4%+31.9pp | 83.6%+14.6pp | 69.5%+28.7pp |
| Annual return | 13.03% | 21.38%-8.3pp | 205.93%-192.9pp | 28.90%-15.9pp |
| Employer contribution / active EE | $588 | $2,164-72.8% | $5,433-89.2% | $2,042-71.2% |
| Participant deferral / active EE | $0 | $2,303-100.0% | $4,939-100.0% | $3,169-100.0% |
| Admin fee / account holder | $61 | $455-86.7% | $13,880-99.6% | $479-87.3% |