Filed November 6, 2023
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 | $35,842 |
Service code 16 · EIN 81-0635433 | Consulting | $12,500 |
PNC BANK, N.A.3+ 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 | $95,059 | $80,753+17.7% | $136,294-30.3% | $62,292+52.6% |
| Participation rate | 95.5% | 73.5%+22.0pp | 81.9%+13.6pp | 69.5%+26.0pp |
| Annual return | 18.56% | 35.83%-17.3pp | 5155.94%-5137.4pp | 28.90%-10.3pp |
| Employer contribution / active EE | $922 | $2,884-68.0% | $4,695-80.4% | $2,042-54.9% |
| Participant deferral / active EE | $6,058 | $5,164+17.3% | $6,247-3.0% | $3,169+91.2% |
| Admin fee / account holder | $226 | $525-57.1% | $9,243-97.6% | $479-52.9% |