Filed December 23, 1
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.2+ years Service code 25 · EIN 25-1211909 | Directed Trustee | $34,726 |
PNC BANK, N.A.2+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 59 | Shareholder Servicing | $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 | $94,830 | $67,606+40.3% | $82,313+15.2% | $70,131+35.2% |
| Participation rate | 99.0% | 72.8%+26.2pp | 76.9%+22.1pp | 69.5%+29.4pp |
| Annual return | 18.18% | 21.57%-3.4pp | 25.88%-7.7pp | 73.14%-55.0pp |
| Employer contribution / active EE | $3,029 | $1,755+72.6% | $2,428+24.7% | $2,342+29.3% |
| Participant deferral / active EE | $6,293 | $2,987+110.7% | $3,706+69.8% | $3,332+88.9% |
| Admin fee / account holder | $236 | $4,512-94.8% | $5,608-95.8% | $4,645-94.9% |