Filed October 10, 1997
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $51,228 |
PNC BANK, N.A.2 years Filed as: PNC BANK NATIONAL ASSOCIATION Service code 27 · EIN 22-1146430 | Advisory (Plan) | $46,260 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,394 | $98,727-10.5% | $113,168-21.9% | $85,563+3.3% |
| Participation rate | 99.0% | 80.8%+18.2pp | 76.6%+22.5pp | 66.0%+33.1pp |
| Annual return | 13.45% | 17.43%-4.0pp | 24.27%-10.8pp | 31.51%-18.1pp |
| Employer contribution / active EE | $3,919 | $2,907+34.8% | $2,975+31.7% | $2,654+47.7% |
| Participant deferral / active EE | $3,669 | $5,424-32.4% | $5,107-28.2% | $4,375-16.1% |
| Admin fee / account holder | $169 | $357-52.7% | $12,068-98.6% | $834-79.8% |