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.4+ years Service code 25 · EIN 22-1146430 | Directed Trustee | $32,037 |
MAINLINE PRIVATE WEALTH, LLC4+ years Service code 27 | Advisory (Plan) | $3,750 |
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 | $69,314 | $66,302+4.5% | $110,238-37.1% | $56,287+23.1% |
| Participation rate | 80.0% | 74.9%+5.1pp | 79.8%+0.2pp | 69.9%+10.1pp |
| Annual return | -3.97% | -1.18%-2.8pp | 314.74%-318.7pp | -9.96%+6.0pp |
| Employer contribution / active EE | $1,297 | $2,047-36.7% | $3,826-66.1% | $2,111-38.6% |
| Participant deferral / active EE | $3,691 | $3,381+9.2% | $4,672-21.0% | $3,350+10.2% |
| Admin fee / account holder | $193 | $698-72.3% | $8,547-97.7% | $521-62.9% |