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 |
|---|---|---|
PNC BANK, N.A.1 year Filed as: PNC Service code 99 · EIN 25-1435979 | Other Fees | $856,818 |
NATIONAL ASSOCIATES, INC.6+ years Service code 16 · EIN 11-1000111 22720 FAIRVIEW CENTER DRIVE · FAIRVIEW PARK, OH 44126 | Consulting | $45,117 |
MORNINGSTAR4 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $12,269 |
PNC BANK, N.A.1 year Filed as: PNC BANK AMG OPERATIONS - FEE GROUP Service code 99 | Other Fees | $8,290 |
Filed as: NATIONAL ASSOCIATES INC Service code 99 · EIN 34-0677453 | Other Fees | $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 | $23,824 | $72,066-66.9% | $81,930-70.9% | $90,288-73.6% |
| Participation rate | 72.7% | 78.9%-6.2pp | 72.0%+0.7pp | 73.4%-0.6pp |
| Annual return | 13.26% | 15.92%-2.7pp | 29.49%-16.2pp | 53.97%-40.7pp |
| Employer contribution / active EE | $0 | $2,335-100.0% | $4,310-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $2,631 | $3,557-26.0% | $7,107-63.0% | $4,232-37.8% |
| Admin fee / account holder | $33 | $92-63.9% | $5,158-99.4% | $114-70.7% |