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 | $0 |
PNC BANK, N.A.2 years Filed as: PNC BANK NA Service code 17 · EIN 22-1146430 | Pension Consulting | $0 |
Service code 13 · EIN 42-0127290 10 W NATIONWIDE BLVD 5-05-111V · COLUMBUS, OH 43215 | Contract Administrator | $0 |
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 | $126,103 | $102,317+23.2% | $146,958-14.2% | $80,856+56.0% |
| Participation rate | 96.5% | 75.8%+20.7pp | 82.2%+14.3pp | 67.6%+28.9pp |
| Annual return | 9.43% | 134.76%-125.3pp | 418.34%-408.9pp | 35.59%-26.2pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $10,731 | $6,644+61.5% | $8,070+33.0% | $4,296+149.8% |
| Admin fee / account holder | $369 | $7,941-95.4% | $12,998-97.2% | $6,918-94.7% |