Filed March 13, 1
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.8+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 24 · EIN 22-1146430 | Discretionary Trustee | $491,969 |
PNC BANK, N.A.8+ years Filed as: PNC REALTY INVESTORS INC Service code 24 · EIN 22-1146430 | Discretionary Trustee | $330,491 |
NATIONAL INVESTMENT SERVICES8+ years Filed as: NATIONAL INVESTMENT SERVICES INC Service code 28 · EIN 84-3937993 | Investment Management | $280,310 |
TUCKER ARENSBERG1 year Filed as: TUCKER ARENSBERG PC Service code 29 · EIN 25-1425735 | Legal | $149,022 |
NEPC, LLC8+ years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $146,509 |
MAUDELINE QUARRIE5 years Service code 30 · EIN 52-6073909 | Other services; Employee (plan) | $120,690 |
ULLICO8+ years Service code 28 · EIN 13-1423090 | Investment Management | $98,120 |
BLUE ROCK ADVISORS LLC4 years Service code 28 · EIN 37-1797550 | Investment Management | $90,559 |
VITECH SYSTEMS GROUP8+ years Service code 16 · EIN 13-3785492 | Consulting | $72,509 |
Service code 28 · EIN 20-0292745 | Investment Management | $63,590 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,660 | $51,785-48.5% | $112,228-76.2% | $89,394-70.2% |
| Participation rate | 100.0% | 82.2%+17.8pp | 75.1%+24.9pp | 71.3%+28.7pp |
| Annual return | -12.24% | -11.06%-1.2pp | 27.45%-39.7pp | -11.89%-0.4pp |
| Employer contribution / active EE | $4,242 | $3,782+12.2% | $3,635+16.7% | $3,022+40.4% |
| Participant deferral / active EE | $0 | $3,425-100.0% | $4,728-100.0% | $5,123-100.0% |
| Admin fee / account holder | $108 | $102+6.7% | $6,410-98.3% | $79+36.4% |