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.2+ years Service code 25 · EIN 25-1211909 | Directed Trustee | $16,630 |
PNC BANK, N.A.2+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 60 | Sub-TA Fees | $0 |
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 | $114,450 | $155,795-26.5% | $136,294-16.0% | $69,631+64.4% |
| Participation rate | 87.4% | 75.2%+12.2pp | 81.9%+5.5pp | 70.7%+16.7pp |
| Annual return | 42.02% | 232464.33%-232422.3pp | 5155.94%-5113.9pp | 27571.02%-27529.0pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $4,695-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $12,260 | $5,394+127.3% | $6,247+96.3% | $3,224+280.3% |
| Admin fee / account holder | $38 | $128-70.2% | $9,243-99.6% | $110-65.4% |