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.3 years Filed as: PNC INSTITUTIONAL ASSET MANAGEMENT Service code 27 · EIN 22-1146430 | Advisory (Plan) | $31,166 |
NEWPORT GROUP, INC.6 years Service code 15 · EIN 27-2037969 | Recordkeeping | $22,998 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $188,088 | $53,053+254.5% | $126,539+48.6% | $74,304+153.1% |
| Participation rate | 87.1% | 48.0%+39.0pp | 69.8%+17.2pp | 60.3%+26.7pp |
| Annual return | 12.73% | 29.46%-16.7pp | 425.95%-413.2pp | 29.43%-16.7pp |
| Employer contribution / active EE | $2,638 | $1,168+126.0% | $3,674-28.2% | $2,241+17.7% |
| Participant deferral / active EE | $7,252 | $2,303+214.9% | $4,083+77.6% | $3,767+92.5% |
| Admin fee / account holder | $298 | $3,698-92.0% | $6,065-95.1% | $2,969-90.0% |