Filed April 30, 2009 (most recent of 3 filings on file)
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.1+ years Service code 25 · EIN 25-1211909 | Directed Trustee | $249,666 |
LUCHINI & COMPANY, P.C.1+ years Service code 10 · EIN 25-1639388 | Accounting | $7,098 |
PNC BANK, N.A.1+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 59 | Shareholder Servicing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $33,896 | $71,957-52.9% | $67,652-49.9% | $59,188-42.7% |
| Participation rate | 93.0% | 82.7%+10.3pp | 75.7%+17.3pp | 69.4%+23.6pp |
| Annual return | 1.89% | 8.53%-6.6pp | 6625.04%-6623.1pp | 5.51%-3.6pp |
| Employer contribution / active EE | $721 | $2,432-70.3% | $2,266-68.2% | $2,098-65.6% |
| Participant deferral / active EE | $2,894 | $4,211-31.3% | $3,560-18.7% | $3,265-11.4% |
| Admin fee / account holder | $86 | $64+33.2% | $4,821-98.2% | $92-7.3% |