Filed May 21, 2014
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 9-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.1+ years Service code 25 · EIN 25-1211909 | Directed Trustee | $37,583 |
SIKICH LLP1+ years Service code 10 · EIN 36-3168081 | Accounting | $15,300 |
PNC BANK, N.A.1+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 59 | Shareholder Servicing | $0 |
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 | $78,035 | $107,378-27.3% | $108,579-28.1% | $57,658+35.3% |
| Participation rate | 88.0% | 77.1%+10.9pp | 79.6%+8.4pp | 70.2%+17.7pp |
| Annual return | 6.67% | 12.80%-6.1pp | -51.70%+58.4pp | 5.13%+1.5pp |
| Employer contribution / active EE | $2,502 | $1,782+40.4% | $3,758-33.4% | $1,974+26.8% |
| Participant deferral / active EE | $3,710 | $3,221+15.2% | $4,311-13.9% | $3,061+21.2% |
| Admin fee / account holder | $152 | $108+39.7% | $7,645-98.0% | $95+60.3% |