Filed December 7, 1999 (most recent of 2 filings on file)
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 |
|---|---|---|
PNC BANK, N.A.3+ years Service code 25 · EIN 22-1146430 | Directed Trustee | $262,825 |
ASCENSUS LLC3+ years Filed as: FRANCIS INVESTMENT COUNSEL LLC Service code 26 21180 W. CAPITOL DRIVE · PEWAUKEE, WI 53072 | Advisory (Participants) | $116,644 |
CLIFTONLARSONALLEN LLP3+ years Service code 10 · EIN 41-0746749 | Accounting | $21,000 |
PNC BANK, N.A.3+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 59 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $99,429 | $90,410+10.0% | $91,001+9.3% | $77,958+27.5% |
| Participation rate | 96.1% | 86.4%+9.7pp | 75.6%+20.5pp | 71.6%+24.4pp |
| Annual return | 17.14% | 21.34%-4.2pp | 4.60%+12.5pp | 20.87%-3.7pp |
| Employer contribution / active EE | $2,735 | $3,392-19.3% | $2,456+11.4% | $2,310+18.4% |
| Participant deferral / active EE | $5,472 | $4,816+13.6% | $3,547+54.3% | $3,537+54.7% |
| Admin fee / account holder | $158 | $79+100.4% | $5,417-97.1% | $97+62.4% |