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.
See the 10-year trajectory with Solo.
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 |
|---|---|---|
PNC BANK, N.A.4+ years Filed as: PNC BANK, N.A Service code 25 · EIN 22-1146430 | Directed Trustee | $33,041 |
MCKINZIE THOMPSON & VAN DYNE PLLC4+ years Service code 10 · EIN 27-0559748 | Accounting | $9,250 |
PNC BANK, N.A.4+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 52 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $79,964 | $44,873+78.2% | $79,464+0.6% | $56,287+42.1% |
| Participation rate | 55.6% | 68.7%-13.1pp | 73.3%-17.7pp | 69.9%-14.2pp |
| Annual return | -2.88% | 0.81%-3.7pp | 718.14%-721.0pp | -9.96%+7.1pp |
| Employer contribution / active EE | $701 | $2,140-67.2% | $2,800-75.0% | $2,111-66.8% |
| Participant deferral / active EE | $2,804 | $2,746+2.1% | $3,704-24.3% | $3,350-16.3% |
| Admin fee / account holder | $330 | $418-21.1% | $5,113-93.5% | $521-36.7% |