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 | $395,057 |
PNC BANK, N.A.4 years Filed as: PNC BANK Service code 27 · EIN 22-1146430 | Advisory (Plan) | $58,735 |
MORNINGSTAR3 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 | $26,713 | $76,173-64.9% | $81,382-67.2% | $199,593-86.6% |
| Participation rate | 97.6% | 76.3%+21.3pp | 69.5%+28.1pp | 72.0%+25.6pp |
| Annual return | 15.26% | 15.59%-0.3pp | 24.73%-9.5pp | 34.25%-19.0pp |
| Employer contribution / active EE | $0 | $2,792-100.0% | $2,463-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $3,601 | $4,201-14.3% | $3,883-7.3% | $5,087-29.2% |
| Admin fee / account holder | $94 | $146-35.4% | $5,768-98.4% | $269-64.9% |