Filed August 3, 2012 (most recent of 3 filings on file)
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 7-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.6+ years Filed as: PNC BANK Service code 19 · EIN 25-1211909 | Securities Custodian | $114,286 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,425 | $85,135-54.9% | $98,907-61.2% | $73,409-47.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 76.0%+24.0pp | 72.2%+27.8pp |
| Annual return | 8.64% | 19.14%-10.5pp | 196.43%-187.8pp | 59.29%-50.7pp |
| Employer contribution / active EE | $3,047 | $2,721+12.0% | $2,689+13.3% | $2,234+36.4% |
| Participant deferral / active EE | $0 | $4,349-100.0% | $4,244-100.0% | $3,805-100.0% |
| Admin fee / account holder | $249 | $139+78.8% | $6,642-96.3% | $158+57.7% |