Filed January 7, 2013 (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.10+ years Filed as: PNC BANK Service code 21 · EIN 22-1146430 | Bank Trustee | $79,240 |
WHARTON HILL ADVISORS10+ years Filed as: WHARTON BUSINESS GROUP Service code 27 110 PHOENIXVILLE PIKE · MALVERN, PA 19355 | Advisory (Plan) | $46,980 |
See 1 actuary disclosure. $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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $0 | $328,890-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 41.1%-41.1pp | 0.0%0pp |
| Annual return | 10.08% | 10.77%-0.7pp | 8.43%+1.6pp | 10.77%-0.7pp |
| Employer contribution / active EE | $5,720 | $15,292-62.6% | $29,249-80.4% | $15,292-62.6% |
| Participant deferral / active EE | $0 | $1,813-100.0% | $13-100.0% | $1,813-100.0% |
| Admin fee / account holder | $0 | $0 | $10,081-100.0% | - |