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.2+ years Service code 25 · EIN 25-1211909 | Directed Trustee | $6,799 |
PNC BANK, N.A.2+ 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 | $181,270 | $69,977+159.0% | $108,579+66.9% | $62,891+188.2% |
| Participation rate | 78.2% | 72.9%+5.3pp | 79.6%-1.4pp | 69.3%+8.9pp |
| Annual return | 5.62% | 10.73%-5.1pp | -51.70%+57.3pp | 20.14%-14.5pp |
| Employer contribution / active EE | $6,616 | $2,135+209.9% | $3,758+76.0% | $2,281+190.1% |
| Participant deferral / active EE | $6,656 | $3,165+110.3% | $4,311+54.4% | $3,203+107.8% |
| Admin fee / account holder | $80 | $5,076-98.4% | $7,645-99.0% | $4,296-98.1% |