Filed July 24, 2013
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 |
|---|---|---|
BAKER TILLY US, LLP1+ years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 1650 MARKET ST · PHILADELPHIA, PA 19103 | Accounting | $9,000 |
PNC BANK, N.A.1+ years Service code 25 · EIN 25-1211909 | Directed Trustee | $850 |
PNC BANK, N.A.1+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 59 | Shareholder Servicing | $0 |
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 | $74,784 | $57,096+31.0% | $94,224-20.6% | $55,191+35.5% |
| Participation rate | 95.2% | 75.7%+19.6pp | 78.8%+16.5pp | 69.2%+26.1pp |
| Annual return | 1.43% | 159.65%-158.2pp | 10.68%-9.2pp | 10.78%-9.3pp |
| Employer contribution / active EE | $1,816 | $1,708+6.3% | $3,587-49.4% | $1,899-4.4% |
| Participant deferral / active EE | $4,516 | $3,165+42.7% | $4,320+4.5% | $3,046+48.2% |
| Admin fee / account holder | $27 | $89-70.0% | $6,269-99.6% | $91-70.5% |