See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.3+ years Service code 25 · EIN 22-1146430 | Directed Trustee | $38,105 |
COHNREZNICK LLP3+ years Service code 10 · EIN 22-1478099 | Accounting | $0 |
PNC BANK, N.A.3+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 59 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $92,550 | $57,384+61.3% | $106,387-13.0% | $56,287+64.4% |
| Participation rate | 88.9% | 71.3%+17.6pp | 77.5%+11.4pp | 69.9%+19.0pp |
| Annual return | 15.04% | 5.91%+9.1pp | 0.25%+14.8pp | -9.96%+25.0pp |
| Employer contribution / active EE | $1,118 | $2,348-52.4% | $3,520-68.2% | $2,111-47.0% |
| Participant deferral / active EE | $4,752 | $3,799+25.1% | $5,421-12.3% | $3,350+41.9% |
| Admin fee / account holder | $181 | $566-68.0% | $7,510-97.6% | $521-65.3% |