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.10+ years Filed as: PNC Service code 27 · EIN 25-1211909 | Advisory (Plan) | $15,265 |
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 | $303,809 | $108,549+179.9% | $156,263+94.4% | $85,563+255.1% |
| Participation rate | 90.7% | 77.1%+13.7pp | 78.9%+11.8pp | 66.0%+24.8pp |
| Annual return | 0.41% | 21.79%-21.4pp | 59.47%-59.1pp | 31.51%-31.1pp |
| Employer contribution / active EE | $28,848 | $2,690+972.6% | $4,333+565.8% | $2,654+987.1% |
| Participant deferral / active EE | $0 | $4,800-100.0% | $6,158-100.0% | $4,375-100.0% |
| Admin fee / account holder | $31 | $650-95.3% | $14,255-99.8% | $834-96.3% |