Filed November 18, 2011
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 | $40,843 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $35,630 | $30,599+16.4% | $74,583-52.2% | $57,658-38.2% |
| Participation rate | 98.1% | 49.1%+49.0pp | 68.1%+30.0pp | 70.2%+27.9pp |
| Annual return | 13.94% | 14.24%-0.3pp | 20.47%-6.5pp | 5.13%+8.8pp |
| Employer contribution / active EE | $1,833 | $1,000+83.4% | $2,525-27.4% | $1,974-7.1% |
| Participant deferral / active EE | $4,330 | $1,805+139.9% | $3,458+25.2% | $3,061+41.5% |
| Admin fee / account holder | $85 | $98-13.6% | $4,138-98.0% | $95-10.4% |