Filed November 2, 2004
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.9+ years Filed as: PNC Service code 27 · EIN 25-1211909 | Advisory (Plan) | $13,477 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $296,532 | $89,436+231.6% | $164,813+79.9% | $77,643+281.9% |
| Participation rate | 92.8% | 78.6%+14.2pp | 78.6%+14.2pp | 70.6%+22.2pp |
| Annual return | 5.43% | 28.83%-23.4pp | 69.93%-64.5pp | 31.24%-25.8pp |
| Employer contribution / active EE | $26,481 | $2,569+930.9% | $4,341+510.0% | $2,726+871.5% |
| Participant deferral / active EE | $0 | $4,897-100.0% | $6,031-100.0% | $4,647-100.0% |
| Admin fee / account holder | $27 | $339-92.0% | $12,690-99.8% | $430-93.7% |