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 | $379,972 |
PNC BANK, N.A.3 years Filed as: PNC BANK Service code 27 · EIN 22-1146430 | Advisory (Plan) | $62,445 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $25,201 | $73,034-65.5% | $77,163-67.3% | $80,160-68.6% |
| Participation rate | 96.7% | 78.1%+18.6pp | 69.6%+27.1pp | 72.9%+23.8pp |
| Annual return | 16.63% | 18.56%-1.9pp | 37.87%-21.2pp | 40.38%-23.8pp |
| Employer contribution / active EE | $0 | $2,779-100.0% | $2,535-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $3,508 | $4,140-15.3% | $3,833-8.5% | $5,017-30.1% |
| Admin fee / account holder | $90 | $104-13.0% | $5,472-98.4% | $145-37.7% |