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.
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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 |
|---|---|---|
MCKINZIE THOMPSON & VAN DYNE PLLC1+ years Service code 10 · EIN 27-0559748 | Accounting | $9,000 |
PNC BANK, N.A.1+ years Filed as: PNC BANK, N.A Service code 25 · EIN 25-1211909 | Directed Trustee | $5,074 |
PNC BANK, N.A.1+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 59 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $68,295 | $41,854+63.2% | $73,843-7.5% | $52,331+30.5% |
| Participation rate | 64.2% | 66.2%-2.0pp | 73.4%-9.2pp | 68.1%-3.9pp |
| Annual return | 1.10% | 2.11%-1.0pp | 2267.84%-2266.7pp | 4.54%-3.4pp |
| Employer contribution / active EE | $752 | $1,920-60.8% | $2,787-73.0% | $1,882-60.0% |
| Participant deferral / active EE | $3,009 | $2,498+20.5% | $3,583-16.0% | $3,022-0.4% |
| Admin fee / account holder | $118 | $493-76.0% | $4,880-97.6% | $592-80.0% |