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.4+ years Service code 25 · EIN 22-1146430 | Directed Trustee | $37,094 |
Service code 16 · EIN 81-0635433 | Consulting | $10,000 |
PNC BANK, N.A.4+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 52 | Indirect Investment 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 | $88,647 | $73,102+21.3% | $123,544-28.2% | $56,287+57.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 82.3%+17.7pp | 69.9%+30.1pp |
| Annual return | -5.05% | 3.01%-8.1pp | 119.20%-124.2pp | -9.96%+4.9pp |
| Employer contribution / active EE | $1,271 | $2,977-57.3% | $4,628-72.5% | $2,111-39.8% |
| Participant deferral / active EE | $6,029 | $5,423+11.2% | $6,426-6.2% | $3,350+80.0% |
| Admin fee / account holder | $186 | $554-66.4% | $9,284-98.0% | $521-64.3% |