Filed June 5, 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 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 |
|---|---|---|
Service code 27 · EIN 20-4683855 920 FORT DUQUESNE BLVD. · PITTSBURGH, PA 15222 | Advisory (Plan) | $37,287 |
TIAA5 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $22,967 |
BDO USA, LLP1 year Service code 10 · EIN 13-5381590 PO BOX 6427413 · PITTSBURGH, PA 15264 | Accounting | $10,650 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $78,570 | $67,984+15.6% | $65,493+20.0% | $74,304+5.7% |
| Participation rate | 89.9% | 66.3%+23.6pp | 73.1%+16.8pp | 60.3%+29.6pp |
| Annual return | 12.97% | 19.87%-6.9pp | 982.45%-969.5pp | 29.43%-16.5pp |
| Employer contribution / active EE | $916 | $2,491-63.2% | $2,574-64.4% | $2,241-59.1% |
| Participant deferral / active EE | $2,081 | $3,346-37.8% | $3,961-47.5% | $3,767-44.8% |
| Admin fee / account holder | $116 | $1,373-91.6% | $5,028-97.7% | $2,969-96.1% |