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 |
|---|---|---|
PNC BANK, N.A.4+ years Service code 25 · EIN 22-1146430 | Directed Trustee | $25,742 |
BKD, LLP4+ years Service code 10 · EIN 44-0160260 | Accounting | $8,000 |
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 | $54,500 | $44,873+21.5% | $79,464-31.4% | $56,287-3.2% |
| Participation rate | 83.8% | 68.7%+15.0pp | 73.3%+10.4pp | 69.9%+13.9pp |
| Annual return | -5.95% | 0.81%-6.8pp | 718.14%-724.1pp | -9.96%+4.0pp |
| Employer contribution / active EE | $1,883 | $2,140-12.0% | $2,800-32.8% | $2,111-10.8% |
| Participant deferral / active EE | $5,269 | $2,746+91.9% | $3,704+42.3% | $3,350+57.3% |
| Admin fee / account holder | $189 | $418-55.0% | $5,113-96.3% | $521-63.8% |