Filed July 14, 2006 (most recent of 2 filings on file)
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 |
|---|---|---|
PNC BANK, N.A.2 years Filed as: PNC INSTITUTIONAL ASSET MANAGEMENT Service code 27 · EIN 22-1146430 | Advisory (Plan) | $27,578 |
NEWPORT GROUP, INC.5 years Service code 15 · EIN 27-2037969 | Recordkeeping | $21,022 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,771 | $52,406+212.5% | $129,207+26.8% | $74,495+119.8% |
| Participation rate | 89.5% | 53.8%+35.7pp | 69.6%+19.9pp | 67.2%+22.3pp |
| Annual return | 13.37% | 15.66%-2.3pp | 9417.33%-9404.0pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $2,826 | $1,531+84.7% | $4,153-31.9% | $2,623+7.8% |
| Participant deferral / active EE | $7,032 | $2,794+151.6% | $4,168+68.7% | $4,346+61.8% |
| Admin fee / account holder | $260 | $2,633-90.1% | $7,715-96.6% | $1,942-86.6% |