See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.3+ years Service code 25 · EIN 22-1146430 | Directed Trustee | $128,457 |
PNC BANK, N.A.3+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 59 | Shareholder Servicing | $0 |
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 | $62,173 | $88,730-29.9% | $82,313-24.5% | $77,958-20.2% |
| Participation rate | 88.5% | 84.5%+4.0pp | 76.9%+11.6pp | 71.6%+16.8pp |
| Annual return | 16.68% | 20.88%-4.2pp | 25.88%-9.2pp | 20.87%-4.2pp |
| Employer contribution / active EE | $3,008 | $2,758+9.0% | $2,428+23.9% | $2,310+30.2% |
| Participant deferral / active EE | $3,966 | $4,634-14.4% | $3,706+7.0% | $3,537+12.1% |
| Admin fee / account holder | $86 | $74+16.4% | $5,608-98.5% | $97-11.6% |