Filed April 30, 2009 (most recent of 3 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.2+ years Service code 25 · EIN 25-1211909 | Directed Trustee | $263,697 |
THE BOGDAHN GROUP1 year Service code 16 4901 VINELAND ROAD · ORLANDO, FL 32811 | Consulting | $16,250 |
LUCHINI & COMPANY, P.C.2+ years Service code 10 · EIN 25-1639388 | Accounting | $15,486 |
PNC BANK, N.A.2+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 59 | Shareholder Servicing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $38,743 | $80,211-51.7% | $74,183-47.8% | $63,975-39.4% |
| Participation rate | 89.7% | 84.2%+5.6pp | 76.6%+13.1pp | 71.1%+18.6pp |
| Annual return | 7.24% | 14.13%-6.9pp | 17.74%-10.5pp | 48.65%-41.4pp |
| Employer contribution / active EE | $731 | $2,553-71.4% | $2,370-69.1% | $2,182-66.5% |
| Participant deferral / active EE | $2,780 | $4,370-36.4% | $3,550-21.7% | $3,356-17.2% |
| Admin fee / account holder | $103 | $67+53.4% | $5,586-98.2% | $70+46.4% |