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.2+ years Service code 25 · EIN 25-1211909 | Directed Trustee | $13,251 |
PNC BANK, N.A.2+ 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 | $26,403 | $48,076-45.1% | $78,689-66.4% | $62,891-58.0% |
| Participation rate | 78.1% | 65.2%+12.9pp | 73.6%+4.6pp | 69.3%+8.8pp |
| Annual return | 6.78% | 31.35%-24.6pp | 62.18%-55.4pp | 20.14%-13.4pp |
| Employer contribution / active EE | $772 | $2,015-61.7% | $2,851-72.9% | $2,281-66.2% |
| Participant deferral / active EE | $2,210 | $2,588-14.6% | $3,517-37.2% | $3,203-31.0% |
| Admin fee / account holder | $146 | $3,207-95.5% | $4,510-96.8% | $4,296-96.6% |