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.2+ years Service code 25 · EIN 22-1146430 | Directed Trustee | $47,251 |
SIKICH LLP2+ years Service code 10 · EIN 36-3168081 | Accounting | $15,750 |
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 | $76,755 | $71,666+7.1% | $117,854-34.9% | $69,631+10.2% |
| Participation rate | 83.6% | 77.5%+6.0pp | 79.7%+3.9pp | 70.7%+12.9pp |
| Annual return | 17.06% | 18.86%-1.8pp | 335.08%-318.0pp | 27571.02%-27554.0pp |
| Employer contribution / active EE | $3,021 | $1,889+59.9% | $3,786-20.2% | $2,032+48.7% |
| Participant deferral / active EE | $3,582 | $3,340+7.3% | $4,482-20.1% | $3,224+11.1% |
| Admin fee / account holder | $161 | $120+33.6% | $8,020-98.0% | $110+45.5% |