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.3+ years Service code 25 · EIN 22-1146430 | Directed Trustee | $107,288 |
PNC BANK, N.A.3+ 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 | $38,743 | $90,410-57.1% | $91,001-57.4% | $77,958-50.3% |
| Participation rate | 96.0% | 86.4%+9.6pp | 75.6%+20.4pp | 71.6%+24.4pp |
| Annual return | 17.52% | 21.34%-3.8pp | 4.60%+12.9pp | 20.87%-3.3pp |
| Employer contribution / active EE | $1,167 | $3,392-65.6% | $2,456-52.5% | $2,310-49.5% |
| Participant deferral / active EE | $2,789 | $4,816-42.1% | $3,547-21.4% | $3,537-21.1% |
| Admin fee / account holder | $42 | $79-47.0% | $5,417-99.2% | $97-57.1% |