Filed January 30, 1
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 |
|---|---|---|
MAINLINE PRIVATE WEALTH, LLC1+ years Service code 27 | Advisory (Plan) | $5,000 |
PNC BANK, N.A.1+ years Service code 25 · EIN 25-1211909 | Directed Trustee | $0 |
PNC BANK, N.A.1+ 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 | $67,585 | $57,108+18.3% | $94,224-28.3% | $52,331+29.2% |
| Participation rate | 71.1% | 72.9%-1.8pp | 78.8%-7.7pp | 68.1%+3.0pp |
| Annual return | 0.34% | 1.47%-1.1pp | 10.68%-10.3pp | 4.54%-4.2pp |
| Employer contribution / active EE | $1,292 | $1,735-25.6% | $3,587-64.0% | $1,882-31.4% |
| Participant deferral / active EE | $3,511 | $3,040+15.5% | $4,320-18.7% | $3,022+16.2% |
| Admin fee / account holder | $110 | $546-79.9% | $6,269-98.2% | $592-81.4% |