Filed July 15, 2013 (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.3 years Filed as: PNC INSTITUTIONAL ASSET MANAGEMENT Service code 26 · EIN 22-1146430 300 FIFTH AVENUE · PITTSBURGH, PA 15222 | Advisory (Participants) | $40,000 |
NEWPORT GROUP, INC.6 years Service code 14 · EIN 27-2037969 | Plan Administrator | $34,903 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $12,674 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,804 | $106,028+23.4% | $146,958-11.0% | $77,643+68.5% |
| Participation rate | 95.4% | 78.4%+17.1pp | 82.2%+13.3pp | 70.6%+24.9pp |
| Annual return | 17.24% | 56.73%-39.5pp | 418.34%-401.1pp | 31.24%-14.0pp |
| Employer contribution / active EE | $1,958 | $4,063-51.8% | $4,933-60.3% | $2,726-28.2% |
| Participant deferral / active EE | $6,737 | $7,990-15.7% | $8,070-16.5% | $4,647+45.0% |
| Admin fee / account holder | $255 | $337-24.6% | $12,998-98.0% | $430-40.9% |