Filed June 8, 2009 (most recent of 2 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 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.1 year Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 51 · EIN 25-1197336 | Investment Mgmt Fees | $23,257 |
Employer contribution per participant 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 | $452,442 | $84,000+438.6% | $119,609+278.3% | $77,904+480.8% |
| Participation rate | 93.5% | 77.8%+15.7pp | 79.3%+14.3pp | 73.7%+19.9pp |
| Annual return | 18.23% | -11.59%+29.8pp | -14.97%+33.2pp | 12.21%+6.0pp |
| Employer contribution / active EE | $200 | $2,907-93.1% | $4,232-95.3% | $2,848-93.0% |
| Participant deferral / active EE | $0 | $4,705-100.0% | $5,602-100.0% | $4,806-100.0% |
| Admin fee / account holder | $15 | $116-87.5% | $10,323-99.9% | $133-89.1% |