Filed April 30, 2018 (most recent of 2 filings on file)
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.3+ years Service code 25 · EIN 22-1146430 | Directed Trustee | $29,824 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $34,020 | $46,173-26.3% | $170,442-80.0% | $69,631-51.1% |
| Participation rate | 93.1% | 63.9%+29.2pp | 83.6%+9.5pp | 70.7%+22.4pp |
| Annual return | 21.43% | 21.62%-0.2pp | 205.93%-184.5pp | 27571.02%-27549.6pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,433-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $3,190 | $2,080+53.3% | $4,939-35.4% | $3,224-1.0% |
| Admin fee / account holder | $56 | $116-51.3% | $13,880-99.6% | $110-48.9% |