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.5+ years Service code 25 · EIN 22-1146430 | Directed Trustee | $127,125 |
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $112,040 |
PNC BANK, N.A.5+ 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 | $53,943 | $95,776-43.7% | $162,163-66.7% | $77,787-30.7% |
| Participation rate | 97.5% | 88.6%+8.8pp | 87.6%+9.9pp | 73.2%+24.2pp |
| Annual return | 22.28% | 37.03%-14.7pp | 115.59%-93.3pp | 32.57%-10.3pp |
| Employer contribution / active EE | $1,699 | $3,874-56.1% | $5,614-69.7% | $2,504-32.1% |
| Participant deferral / active EE | $3,101 | $6,125-49.4% | $7,298-57.5% | $3,967-21.8% |
| Admin fee / account holder | $79 | $88-10.1% | $10,843-99.3% | $100-21.2% |