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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,582 | $51,736+44.2% | $120,225-38.0% | $67,986+9.7% |
| Participation rate | 92.5% | 46.1%+46.5pp | 69.6%+23.0pp | 57.2%+35.3pp |
| Annual return | 14.31% | 31.98%-17.7pp | 439.23%-424.9pp | 31.67%-17.4pp |
| Employer contribution / active EE | $0 | $1,071-100.0% | $3,475-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $4,489 | $2,206+103.5% | $3,999+12.3% | $3,358+33.7% |
| Admin fee / account holder | $292 | $4,159-93.0% | $5,696-94.9% | $3,203-90.9% |