Filed June 16, 2018
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.3+ years Service code 25 · EIN 22-1146430 | Directed Trustee | $42,568 |
PNC BANK, N.A.3+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 59 | Shareholder Servicing | $0 |
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 | $78,208 | $59,186+32.1% | $76,768+1.9% | $56,287+38.9% |
| Participation rate | 89.0% | 75.2%+13.8pp | 77.0%+12.1pp | 69.9%+19.2pp |
| Annual return | 11.60% | 6.62%+5.0pp | 2.43%+9.2pp | -9.96%+21.6pp |
| Employer contribution / active EE | $1,038 | $1,759-40.9% | $2,485-58.2% | $2,111-50.8% |
| Participant deferral / active EE | $2,717 | $3,255-16.5% | $3,852-29.4% | $3,350-18.9% |
| Admin fee / account holder | $275 | $489-43.8% | $6,675-95.9% | $521-47.3% |