Filed March 15, 2019
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 9-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 year Service code 25 · EIN 22-1146430 | Directed Trustee | $9,934 |
Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
RBC WEALTH MANAGEMENT3+ years Filed as: RBC WEALTH MGMT A DIV OF RBC CAP M Service code 61 · EIN 41-1416330 | Finders' fees / placement fees | $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 | $15,691 | $31,424-50.1% | $81,478-80.7% | $69,631-77.5% |
| Participation rate | 97.3% | 50.8%+46.4pp | 68.0%+29.3pp | 70.7%+26.6pp |
| Annual return | 26.63% | 22.44%+4.2pp | 38.78%-12.2pp | 27571.02%-27544.4pp |
| Employer contribution / active EE | $665 | $1,029-35.4% | $2,568-74.1% | $2,032-67.3% |
| Participant deferral / active EE | $3,192 | $1,838+73.7% | $3,537-9.7% | $3,224-1.0% |
| Admin fee / account holder | $14 | $103-86.0% | $4,561-99.7% | $110-87.0% |