Filed November 21, 2019
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 | $87,216 |
PNC BANK, N.A.3+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 52 | Indirect Investment Fees | $0 |
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 | $97,582 | $155,795-37.4% | $136,294-28.4% | $69,631+40.1% |
| Participation rate | 79.1% | 75.2%+3.9pp | 81.9%-2.8pp | 70.7%+8.5pp |
| Annual return | 19.59% | 232464.33%-232444.7pp | 5155.94%-5136.3pp | 27571.02%-27551.4pp |
| Employer contribution / active EE | $1,816 | $2,991-39.3% | $4,695-61.3% | $2,032-10.6% |
| Participant deferral / active EE | $6,251 | $5,394+15.9% | $6,247+0.1% | $3,224+93.9% |
| Admin fee / account holder | $173 | $128+35.0% | $9,243-98.1% | $110+56.8% |