Filed December 30, 1996
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 |
|---|---|---|
Filed as: PENSION FINANCIAL SERVICES INC Service code 13 3700 CRESTWOOD PKWY STE 550 · DULUTH, GA 300967157 | Contract Administrator | $35,149 |
PNC BANK, N.A.1 year Filed as: PNC BANK NA Service code 17 · EIN 22-1146430 | Pension Consulting | $13,374 |
Service code 13 · EIN 42-0127290 10 W NATIONWIDE BLVD 5-05-111V · COLUMBUS, OH 43215 | Contract Administrator | $12,083 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,949 | $93,571+39.9% | $135,903-3.6% | $75,163+74.2% |
| Participation rate | 92.0% | 75.2%+16.8pp | 81.9%+10.1pp | 67.2%+24.8pp |
| Annual return | 10.62% | 30.90%-20.3pp | 68.23%-57.6pp | 160.62%-150.0pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $8,965 | $6,404+40.0% | $7,758+15.6% | $4,125+117.3% |
| Admin fee / account holder | $305 | $6,975-95.6% | $10,762-97.2% | $5,651-94.6% |