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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $431,676 |
PNC BANK, N.A.1 year Filed as: PNC BANK NA Service code 27 · EIN 22-1146430 | Advisory (Plan) | $54,902 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,802 | $89,178-64.3% | $91,541-65.3% | $102,872-69.1% |
| Participation rate | 97.9% | 79.7%+18.2pp | 69.8%+28.1pp | 73.0%+24.8pp |
| Annual return | 26.21% | 14.52%+11.7pp | 20.50%+5.7pp | 19.06%+7.2pp |
| Employer contribution / active EE | $0 | $3,455-100.0% | $2,505-100.0% | $3,526-100.0% |
| Participant deferral / active EE | $3,881 | $4,657-16.7% | $4,008-3.2% | $5,535-29.9% |
| Admin fee / account holder | $99 | $134-25.9% | $6,956-98.6% | $292-66.0% |