Filed November 14, 2003
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 | $8,829 |
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 | $33,966 | $36,916-8.0% | $156,549-78.3% | $57,658-41.1% |
| Participation rate | 71.7% | 63.4%+8.2pp | 84.0%-12.4pp | 70.2%+1.4pp |
| Annual return | -0.28% | 12.38%-12.7pp | 32.23%-32.5pp | 5.13%-5.4pp |
| Employer contribution / active EE | $2,003 | $1,571+27.5% | $5,501-63.6% | $1,974+1.5% |
| Participant deferral / active EE | $1,183 | $1,926-38.6% | $4,871-75.7% | $3,061-61.4% |
| Admin fee / account holder | $25 | $82-69.3% | $13,027-99.8% | $95-73.2% |