Filed February 5, 2002
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 | $85,450 |
THOMAS GAITENS & CO.1+ years Service code 10 · EIN 25-1451685 | Accounting | $10,300 |
PNC BANK, N.A.1+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 59 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $135,639 | $54,320+149.7% | $67,652+100.5% | $52,331+159.2% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.7%+24.3pp | 68.1%+31.9pp |
| Annual return | 1.53% | 6.81%-5.3pp | 6625.04%-6623.5pp | 4.54%-3.0pp |
| Employer contribution / active EE | $4,923 | $1,544+218.9% | $2,266+117.3% | $1,882+161.6% |
| Participant deferral / active EE | $5,447 | $2,950+84.6% | $3,560+53.0% | $3,022+80.2% |
| Admin fee / account holder | $343 | $527-34.8% | $4,821-92.9% | $592-42.0% |