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.4+ years Service code 25 · EIN 22-1146430 | Directed Trustee | $44,376 |
PNC BANK, N.A.4+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 52 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $71,202 | $65,376+8.9% | $87,100-18.3% | $65,185+9.2% |
| Participation rate | 88.8% | 75.3%+13.4pp | 76.9%+11.9pp | 70.2%+18.6pp |
| Annual return | 7.59% | 31.27%-23.7pp | 28.19%-20.6pp | 29.38%-21.8pp |
| Employer contribution / active EE | $1,175 | $1,822-35.5% | $2,521-53.4% | $2,177-46.0% |
| Participant deferral / active EE | $2,899 | $3,388-14.4% | $4,049-28.4% | $3,514-17.5% |
| Admin fee / account holder | $258 | $520-50.4% | $7,497-96.6% | $847-69.5% |