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 |
|---|---|---|
PNC BANK, N.A.2+ years Service code 25 · EIN 25-1211909 | Directed Trustee | $24,112 |
MAINLINE PRIVATE WEALTH, LLC2+ years Service code 27 | Advisory (Plan) | $5,000 |
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 | $52,358 | $63,924-18.1% | $108,579-51.8% | $55,167-5.1% |
| Participation rate | 81.2% | 74.3%+6.9pp | 79.6%+1.6pp | 69.0%+12.2pp |
| Annual return | 7.20% | 15.31%-8.1pp | -51.70%+58.9pp | 169.23%-162.0pp |
| Employer contribution / active EE | $1,353 | $1,879-28.0% | $3,758-64.0% | $1,963-31.1% |
| Participant deferral / active EE | $3,717 | $3,067+21.2% | $4,311-13.8% | $3,054+21.7% |
| Admin fee / account holder | $125 | $618-79.8% | $7,645-98.4% | $504-75.2% |