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.3+ years Service code 25 · EIN 22-1146430 | Directed Trustee | $27,344 |
MAINLINE PRIVATE WEALTH, LLC3+ years Service code 27 | Advisory (Plan) | $6,250 |
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 | $80,240 | $71,192+12.7% | $117,854-31.9% | $62,292+28.8% |
| Participation rate | 77.0% | 74.2%+2.7pp | 79.7%-2.7pp | 69.5%+7.5pp |
| Annual return | 16.58% | 18.66%-2.1pp | 335.08%-318.5pp | 28.90%-12.3pp |
| Employer contribution / active EE | $1,325 | $1,934-31.5% | $3,786-65.0% | $2,042-35.1% |
| Participant deferral / active EE | $3,886 | $3,189+21.9% | $4,482-13.3% | $3,169+22.6% |
| Admin fee / account holder | $195 | $587-66.9% | $8,020-97.6% | $479-59.4% |