Filed April 2, 2008 (most recent of 3 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 Filed as: BBVA COMPASS INSURANCE AGENCY INC. Service code 55 15 20TH STREET S · BIRMINGHAM, AL 35233 | Other Commissions | $75,231 |
BENEFIT TRUST COMPANY2+ years Service code 21 · EIN 43-1971558 | Bank Trustee | $31,039 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $23,535 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,109 | $107,045-25.2% | $108,745-26.3% | $63,975+25.2% |
| Participation rate | 86.8% | 81.9%+4.9pp | 77.7%+9.1pp | 71.1%+15.7pp |
| Annual return | 13.24% | 18.14%-4.9pp | 46.22%-33.0pp | 48.65%-35.4pp |
| Employer contribution / active EE | $1,469 | $2,651-44.6% | $3,323-55.8% | $2,182-32.7% |
| Participant deferral / active EE | $3,686 | $4,292-14.1% | $5,121-28.0% | $3,356+9.8% |
| Admin fee / account holder | $13 | $67-80.0% | $6,144-99.8% | $70-80.9% |