Filed December 24, 2012
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 15 · EIN 35-0145825 | Recordkeeping | $16,628 |
PNC BANK, N.A.3+ years Filed as: PNC BANK Service code 21 · EIN 25-1211909 | Bank Trustee | $2,913 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,140 | $37,196-83.5% | $154,107-96.0% | $55,725-89.0% |
| Participation rate | 63.8% | 64.1%-0.3pp | 83.0%-19.2pp | 70.9%-7.0pp |
| Annual return | 7.57% | 1319.68%-1312.1pp | 735.12%-727.6pp | 244.93%-237.4pp |
| Employer contribution / active EE | $591 | $1,614-63.4% | $5,298-88.8% | $2,078-71.6% |
| Participant deferral / active EE | $460 | $2,068-77.7% | $5,081-90.9% | $3,356-86.3% |
| Admin fee / account holder | $20 | $102-80.4% | $13,411-99.9% | $115-82.7% |