See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.3+ years Service code 25 · EIN 25-1211909 | Directed Trustee | $11,634 |
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 | $65,881 | $63,299+4.1% | $91,001-27.6% | $62,292+5.8% |
| Participation rate | 88.2% | 73.3%+14.9pp | 75.6%+12.6pp | 69.5%+18.7pp |
| Annual return | 13.91% | 20.99%-7.1pp | 4.60%+9.3pp | 28.90%-15.0pp |
| Employer contribution / active EE | $1,717 | $1,807-5.0% | $2,456-30.1% | $2,042-15.9% |
| Participant deferral / active EE | $2,736 | $2,943-7.0% | $3,547-22.9% | $3,169-13.7% |
| Admin fee / account holder | $65 | $468-86.0% | $5,417-98.8% | $479-86.4% |