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 | $353,440 |
PNC BANK, N.A.2 years Filed as: PNC BANK Service code 27 · EIN 22-1146430 | Advisory (Plan) | $74,484 |
MORNINGSTAR1 year 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,015 | $61,756-64.4% | $70,092-68.6% | $77,904-71.7% |
| Participation rate | 95.9% | 79.9%+16.0pp | 70.5%+25.4pp | 73.7%+22.2pp |
| Annual return | -13.31% | -11.86%-1.4pp | 190.73%-204.0pp | 12.21%-25.5pp |
| Employer contribution / active EE | $0 | $2,706-100.0% | $2,559-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $3,471 | $3,977-12.7% | $3,849-9.8% | $4,806-27.8% |
| Admin fee / account holder | $88 | $101-13.1% | $6,267-98.6% | $133-33.6% |