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 9-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.1 year Filed as: PNC ASSET MANAGEMENT Service code 28 1600 MARKET STREET · PHILADELPHIA, PA 19103 | Investment Management | $54,257 |
Service code 14 154 HANSEN RD · CHARLOTTESVILLE, VA 22911 | Plan Administrator | $33,465 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,202 | $102,553-31.5% | $151,611-53.7% | $66,914+4.9% |
| Participation rate | 96.4% | 85.5%+10.9pp | 87.5%+8.9pp | 69.8%+26.6pp |
| Annual return | 6.04% | -10.82%+16.9pp | 3.33%+2.7pp | 1.58%+4.5pp |
| Employer contribution / active EE | $0 | $4,180-100.0% | $6,166-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $0 | $6,641-100.0% | $8,363-100.0% | $4,237-100.0% |
| Admin fee / account holder | $163 | $630-74.2% | $11,616-98.6% | $593-72.6% |