Filed November 10, 2010
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 |
|---|---|---|
BKD, LLP2+ years Service code 10 · EIN 44-0160260 | Accounting | $7,600 |
PNC BANK, N.A.2+ years Service code 25 · EIN 25-1211909 | Directed Trustee | $600 |
PNC BANK, N.A.2+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 59 | Shareholder Servicing | $0 |
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 | $55,869 | $43,423+28.7% | $78,689-29.0% | $55,167+1.3% |
| Participation rate | 84.1% | 68.0%+16.1pp | 73.6%+10.6pp | 69.0%+15.1pp |
| Annual return | 8.54% | 11.53%-3.0pp | 62.18%-53.6pp | 169.23%-160.7pp |
| Employer contribution / active EE | $1,711 | $1,997-14.3% | $2,851-40.0% | $1,963-12.8% |
| Participant deferral / active EE | $4,601 | $2,509+83.4% | $3,517+30.8% | $3,054+50.7% |
| Admin fee / account holder | $49 | $416-88.2% | $4,510-98.9% | $504-90.3% |