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.3+ years Service code 25 · EIN 22-1146430 | Directed Trustee | $13,605 |
PNC BANK, N.A.3+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 59 | Shareholder Servicing | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $30,580 | $53,127-42.4% | $86,590-64.7% | $70,131-56.4% |
| Participation rate | 80.9% | 65.3%+15.5pp | 73.5%+7.3pp | 69.5%+11.3pp |
| Annual return | 15.18% | 27.66%-12.5pp | 964.84%-949.7pp | 73.14%-58.0pp |
| Employer contribution / active EE | $704 | $2,068-65.9% | $2,839-75.2% | $2,342-69.9% |
| Participant deferral / active EE | $2,399 | $2,696-11.0% | $3,609-33.5% | $3,332-28.0% |
| Admin fee / account holder | $148 | $3,585-95.9% | $4,906-97.0% | $4,645-96.8% |