Filed November 19, 2005
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 | $14,889 |
PNC BANK, N.A.1+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 59 | Shareholder Servicing | $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 | $25,143 | $41,854-39.9% | $73,843-66.0% | $52,331-52.0% |
| Participation rate | 75.2% | 66.2%+9.0pp | 73.4%+1.8pp | 68.1%+7.1pp |
| Annual return | -2.08% | 2.11%-4.2pp | 2267.84%-2269.9pp | 4.54%-6.6pp |
| Employer contribution / active EE | $650 | $1,920-66.1% | $2,787-76.7% | $1,882-65.5% |
| Participant deferral / active EE | $1,878 | $2,498-24.8% | $3,583-47.6% | $3,022-37.9% |
| Admin fee / account holder | $150 | $493-69.5% | $4,880-96.9% | $592-74.6% |