Filed December 7, 1999 (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.2+ years Service code 25 · EIN 25-1211909 | Directed Trustee | $256,245 |
ASCENSUS LLC2+ years Filed as: FRANCIS INVESTMENT COUNSEL LLC Service code 26 21180 W. CAPITOL DRIVE · PEWAUKEE, WI 53072 | Advisory (Participants) | $106,259 |
PNC BANK, N.A.2+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 59 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,638 | $82,279+8.9% | $77,999+14.9% | $63,975+40.1% |
| Participation rate | 94.5% | 84.7%+9.8pp | 75.5%+19.0pp | 71.1%+23.4pp |
| Annual return | 8.85% | 11.20%-2.3pp | 425.96%-417.1pp | 48.65%-39.8pp |
| Employer contribution / active EE | $2,667 | $3,297-19.1% | $2,470+8.0% | $2,182+22.2% |
| Participant deferral / active EE | $5,319 | $4,538+17.2% | $3,497+52.1% | $3,356+58.5% |
| Admin fee / account holder | $148 | $81+82.0% | $5,480-97.3% | $70+110.3% |