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, LLP3+ years Service code 10 · EIN 44-0160260 | Accounting | $7,800 |
PNC BANK, N.A.3+ years Service code 25 · EIN 22-1146430 | Directed Trustee | $750 |
PNC BANK, N.A.3+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 59 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $60,052 | $50,637+18.6% | $86,590-30.6% | $62,292-3.6% |
| Participation rate | 77.9% | 67.9%+10.0pp | 73.5%+4.3pp | 69.5%+8.3pp |
| Annual return | 16.78% | 20.80%-4.0pp | 964.84%-948.1pp | 28.90%-12.1pp |
| Employer contribution / active EE | $1,651 | $2,075-20.5% | $2,839-41.9% | $2,042-19.2% |
| Participant deferral / active EE | $4,587 | $2,611+75.7% | $3,609+27.1% | $3,169+44.8% |
| Admin fee / account holder | $53 | $413-87.2% | $4,906-98.9% | $479-89.0% |