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, LLP3+ years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 1650 MARKET ST · PHILADELPHIA, PA 19103 | Accounting | $9,000 |
PNC BANK, N.A.3+ years Service code 25 · EIN 22-1146430 | Directed Trustee | $3,586 |
PNC BANK, N.A.3+ 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 | $80,472 | $71,666+12.3% | $117,854-31.7% | $69,631+15.6% |
| Participation rate | 98.4% | 77.5%+20.9pp | 79.7%+18.8pp | 70.7%+27.7pp |
| Annual return | 18.13% | 18.86%-0.7pp | 335.08%-316.9pp | 27571.02%-27552.9pp |
| Employer contribution / active EE | $1,890 | $1,889+0.1% | $3,786-50.1% | $2,032-7.0% |
| Participant deferral / active EE | $4,626 | $3,340+38.5% | $4,482+3.2% | $3,224+43.5% |
| Admin fee / account holder | $28 | $120-76.3% | $8,020-99.6% | $110-74.2% |