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.3+ years Service code 25 · EIN 22-1146430 | Directed Trustee | $50,481 |
SIKICH LLP3+ years Service code 10 · EIN 36-3168081 | Accounting | $16,200 |
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 | $66,295 | $62,267+6.5% | $110,238-39.9% | $55,725+19.0% |
| Participation rate | 86.2% | 78.1%+8.1pp | 79.8%+6.4pp | 70.9%+15.4pp |
| Annual return | -4.56% | -1.07%-3.5pp | 314.74%-319.3pp | 244.93%-249.5pp |
| Employer contribution / active EE | $3,317 | $1,941+70.9% | $3,826-13.3% | $2,078+59.6% |
| Participant deferral / active EE | $3,952 | $3,516+12.4% | $4,672-15.4% | $3,356+17.8% |
| Admin fee / account holder | $153 | $121+26.8% | $8,547-98.2% | $115+33.1% |