Filed October 18, 2004
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 | $27,288 |
PNC BANK, N.A.2 years Filed as: PNC BANK NA Service code 17 · EIN 22-1146430 | Pension Consulting | $20,138 |
PLANTE & MORAN, PLLC5 years Service code 10 · EIN 38-1357951 | Accounting | $14,200 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,582 | $53,053+40.6% | $126,539-41.1% | $74,304+0.4% |
| Participation rate | 92.5% | 48.0%+44.5pp | 69.8%+22.7pp | 60.3%+32.2pp |
| Annual return | 14.31% | 29.46%-15.2pp | 425.95%-411.6pp | 29.43%-15.1pp |
| Employer contribution / active EE | $0 | $1,168-100.0% | $3,674-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $4,489 | $2,303+94.9% | $4,083+10.0% | $3,767+19.2% |
| Admin fee / account holder | $292 | $3,698-92.1% | $6,065-95.2% | $2,969-90.2% |