Filed June 18, 2007
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 |
|---|---|---|
Filed as: PRINCIPAL Service code 14 · EIN 42-0127290 | Plan Administrator | $142,700 |
PNC BANK, N.A.1 year Filed as: PNC Service code 28 · EIN 22-1146430 | Investment Management | $51,442 |
UBS FINANCIAL SERVICES INC8 years Filed as: UBS Service code 28 · EIN 13-2638166 | Investment Management | $19,653 |
MEADEN & MOORE, LTD.6 years Filed as: MEADEN AND MOORE Service code 10 · EIN 34-1818258 | Accounting | $13,000 |
FIRST FIDUCIARY11+ years Service code 28 · EIN 34-1377953 | Investment Management | $7,836 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,850 | $89,178+14.2% | $91,541+11.3% | $102,872-1.0% |
| Participation rate | 99.3% | 79.7%+19.6pp | 69.8%+29.5pp | 73.0%+26.2pp |
| Annual return | 5.02% | 14.52%-9.5pp | 20.50%-15.5pp | 19.06%-14.0pp |
| Employer contribution / active EE | $5,971 | $3,455+72.8% | $2,505+138.4% | $3,526+69.3% |
| Participant deferral / active EE | $0 | $4,657-100.0% | $4,008-100.0% | $5,535-100.0% |
| Admin fee / account holder | $52 | $134-61.1% | $6,956-99.3% | $292-82.1% |