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 Filed as: PNC Service code 25 620 LIBERTY AVENUE · PITTSBURGH, PA 15222 | Directed Trustee | $15,003 |
PNC BANK, N.A.2+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 59 | Shareholder Servicing | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $22,276 | $60,165-63.0% | $74,183-70.0% | $55,167-59.6% |
| Participation rate | 96.3% | 74.2%+22.2pp | 76.6%+19.7pp | 69.0%+27.3pp |
| Annual return | 12.69% | 10.00%+2.7pp | 17.74%-5.0pp | 169.23%-156.5pp |
| Employer contribution / active EE | $661 | $1,600-58.7% | $2,370-72.1% | $1,963-66.3% |
| Participant deferral / active EE | $2,173 | $2,973-26.9% | $3,550-38.8% | $3,054-28.8% |
| Admin fee / account holder | $126 | $419-69.9% | $5,586-97.7% | $504-75.0% |