Filed October 18, 2004 (most recent of 2 filings on file)
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 |
|---|---|---|
PNC BANK, N.A.2+ years Service code 25 · EIN 25-1211909 | Directed Trustee | $22,959 |
STROTHMAN AND COMPANY1 year Filed as: STROTHMAN AND COMPANY, PSC Service code 10 · EIN 61-1191655 | Accounting | $7,900 |
PNC BANK, N.A.2+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 59 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $13,366 | $36,916-63.8% | $156,549-91.5% | $57,658-76.8% |
| Participation rate | 55.5% | 63.4%-8.0pp | 84.0%-28.6pp | 70.2%-14.8pp |
| Annual return | 7.02% | 12.38%-5.4pp | 32.23%-25.2pp | 5.13%+1.9pp |
| Employer contribution / active EE | $152 | $1,571-90.3% | $5,501-97.2% | $1,974-92.3% |
| Participant deferral / active EE | $917 | $1,926-52.4% | $4,871-81.2% | $3,061-70.0% |
| Admin fee / account holder | $55 | $82-33.5% | $13,027-99.6% | $95-42.0% |