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 | $204,398 |
PNC BANK, N.A.1 year Filed as: PNC BANK Service code 27 · EIN 22-1146430 | Advisory (Plan) | $64,579 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT LLC 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 | $25,993 | $77,197-66.3% | $86,874-70.1% | $93,030-72.1% |
| Participation rate | 94.7% | 78.2%+16.5pp | 71.6%+23.1pp | 73.9%+20.8pp |
| Annual return | 17.81% | 16.31%+1.5pp | 63.52%-45.7pp | 158.70%-140.9pp |
| Employer contribution / active EE | $0 | $2,514-100.0% | $2,495-100.0% | $2,706-100.0% |
| Participant deferral / active EE | $3,219 | $3,831-16.0% | $3,699-13.0% | $4,562-29.5% |
| Admin fee / account holder | $80 | $105-23.9% | $5,828-98.6% | $152-47.4% |