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.3+ years Service code 25 · EIN 25-1211909 | Directed Trustee | $137,385 |
PNC BANK, N.A.3+ 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 | $86,371 | $59,186+45.9% | $76,768+12.5% | $56,287+53.4% |
| Participation rate | 98.1% | 75.2%+22.9pp | 77.0%+21.2pp | 69.9%+28.3pp |
| Annual return | 1.47% | 6.62%-5.1pp | 2.43%-1.0pp | -9.96%+11.4pp |
| Employer contribution / active EE | $1,918 | $1,759+9.0% | $2,485-22.8% | $2,111-9.2% |
| Participant deferral / active EE | $5,495 | $3,255+68.8% | $3,852+42.7% | $3,350+64.1% |
| Admin fee / account holder | $252 | $489-48.5% | $6,675-96.2% | $521-51.6% |