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.1+ years Service code 25 · EIN 25-1211909 | Directed Trustee | $16,644 |
PNC BANK, N.A.1+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 59 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $70,753 | $50,464+40.2% | $75,781-6.6% | $52,331+35.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 75.8%+24.2pp | 68.1%+31.9pp |
| Annual return | 1.47% | 1.03%+0.4pp | 9.68%-8.2pp | 4.54%-3.1pp |
| Employer contribution / active EE | $1,210 | $1,988-39.1% | $3,323-63.6% | $1,882-35.7% |
| Participant deferral / active EE | $1,965 | $2,570-23.5% | $3,651-46.2% | $3,022-35.0% |
| Admin fee / account holder | $151 | $1,103-86.3% | $5,299-97.1% | $592-74.4% |