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.4+ years Filed as: PNC, BANK N.A. Service code 25 · EIN 22-1146430 | Directed Trustee | $15,670 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $14,110 | $77,813-81.9% | $123,544-88.6% | $64,186-78.0% |
| Participation rate | 80.7% | 74.7%+6.0pp | 82.3%-1.6pp | 69.6%+11.2pp |
| Annual return | -2.81% | 12.48%-15.3pp | 119.20%-122.0pp | 7.63%-10.4pp |
| Employer contribution / active EE | $902 | $3,014-70.1% | $4,628-80.5% | $2,381-62.1% |
| Participant deferral / active EE | $1,422 | $5,240-72.9% | $6,426-77.9% | $3,470-59.0% |
| Admin fee / account holder | $154 | $5,519-97.2% | $9,284-98.3% | $4,888-96.9% |