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 | $0 |
PNC BANK, N.A.2+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 59 | Shareholder Servicing | $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 | $98,916 | $61,616+60.5% | $105,722-6.4% | $55,167+79.3% |
| Participation rate | 95.3% | 72.9%+22.4pp | 78.9%+16.4pp | 69.0%+26.3pp |
| Annual return | 7.67% | 11.15%-3.5pp | 12.25%-4.6pp | 169.23%-161.6pp |
| Employer contribution / active EE | $2,079 | $3,043-31.7% | $4,079-49.0% | $1,963+5.9% |
| Participant deferral / active EE | $3,778 | $4,213-10.3% | $5,326-29.1% | $3,054+23.7% |
| Admin fee / account holder | $3 | $379-99.3% | $8,308-100.0% | $504-99.5% |