Filed November 12, 2020
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 | $32,154 |
PNC BANK, N.A.2+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 59 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $26,317 | $56,606-53.5% | $67,834-61.2% | $65,292-59.7% |
| Participation rate | 23.4% | 62.4%-39.0pp | 68.8%-45.4pp | 72.4%-49.0pp |
| Annual return | 9.43% | 16.19%-6.8pp | 138.47%-129.0pp | 11.84%-2.4pp |
| Employer contribution / active EE | $184 | $1,797-89.8% | $2,403-92.3% | $2,302-92.0% |
| Participant deferral / active EE | $718 | $2,804-74.4% | $3,160-77.3% | $3,579-79.9% |
| Admin fee / account holder | $15 | $57-73.7% | $4,622-99.7% | $57-74.0% |