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 | $40,553 |
STIFEL NICOLAUS & CO INC2 years Filed as: STIFEL FINANCIAL CORP Service code 27 | Advisory (Plan) | $16,952 |
Service code 27 | Advisory (Plan) | $8,194 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $74,977 | $48,576+54.3% | $169,463-55.8% | $56,287+33.2% |
| Participation rate | 86.1% | 65.8%+20.3pp | 77.8%+8.3pp | 69.9%+16.3pp |
| Annual return | -6.38% | -2.51%-3.9pp | 1.83%-8.2pp | -9.96%+3.6pp |
| Employer contribution / active EE | $4,249 | $1,559+172.5% | $4,159+2.2% | $2,111+101.3% |
| Participant deferral / active EE | $8,005 | $3,275+144.4% | $5,277+51.7% | $3,350+139.0% |
| Admin fee / account holder | $403 | $435-7.4% | $9,109-95.6% | $521-22.6% |