Filed October 12, 2005
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.3+ years Service code 25 · EIN 22-1146430 | Directed Trustee | $199,215 |
PNC BANK, N.A.3+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 59 | Shareholder Servicing | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,930 | $89,274-41.8% | $149,718-65.3% | $77,958-33.4% |
| Participation rate | 100.0% | 87.6%+12.4pp | 87.1%+12.9pp | 71.6%+28.4pp |
| Annual return | 21.58% | 20.36%+1.2pp | 1501.63%-1480.0pp | 20.87%+0.7pp |
| Employer contribution / active EE | $1,729 | $3,727-53.6% | $5,445-68.2% | $2,310-25.1% |
| Participant deferral / active EE | $3,015 | $5,382-44.0% | $6,569-54.1% | $3,537-14.7% |
| Admin fee / account holder | $87 | $240-63.8% | $11,283-99.2% | $97-10.8% |