Filed September 18, 1995
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.2+ years Service code 59 · EIN 25-1211909 | Shareholder Servicing | $0 |
PNC BANK, N.A.2+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 59 | Shareholder Servicing | $0 |
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 | $63,198 | $50,898+24.2% | $171,082-63.1% | $55,167+14.6% |
| Participation rate | 78.2% | 63.3%+15.0pp | 76.7%+1.5pp | 69.0%+9.2pp |
| Annual return | 7.55% | 15.34%-7.8pp | 32.56%-25.0pp | 169.23%-161.7pp |
| Employer contribution / active EE | $1,087 | $1,433-24.2% | $4,002-72.8% | $1,963-44.6% |
| Participant deferral / active EE | $3,838 | $2,994+28.2% | $4,797-20.0% | $3,054+25.7% |
| Admin fee / account holder | $0 | $500-100.0% | $8,520-100.0% | $504-100.0% |