Filed October 18, 2004 (most recent of 3 filings on file)
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 | $61,124 |
PNC BANK, N.A.2+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 59 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,543 | $82,279-51.9% | $77,999-49.3% | $63,975-38.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 75.5%+24.5pp | 71.1%+28.9pp |
| Annual return | 9.04% | 11.20%-2.2pp | 425.96%-416.9pp | 48.65%-39.6pp |
| Employer contribution / active EE | $1,373 | $3,297-58.4% | $2,470-44.4% | $2,182-37.1% |
| Participant deferral / active EE | $3,138 | $4,538-30.8% | $3,497-10.2% | $3,356-6.5% |
| Admin fee / account holder | $29 | $81-64.5% | $5,480-99.5% | $70-58.9% |