See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $10,766 |
PNC BANK, N.A.1 year Filed as: PNC BANK, NA Service code 25 · EIN 22-1146430 | Directed Trustee | $8,919 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $11,678 | $44,473-73.7% | $76,523-84.7% | $55,725-79.0% |
| Participation rate | 78.0% | 51.0%+27.0pp | 68.0%+10.0pp | 70.9%+7.1pp |
| Annual return | -5.06% | -2.01%-3.0pp | -0.27%-4.8pp | 244.93%-250.0pp |
| Employer contribution / active EE | $1,327 | $1,101+20.5% | $2,647-49.9% | $2,078-36.1% |
| Participant deferral / active EE | $1,980 | $1,988-0.4% | $3,835-48.4% | $3,356-41.0% |
| Admin fee / account holder | $71 | $134-46.8% | $4,848-98.5% | $115-38.0% |