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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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $39,667 |
PNC BANK, N.A.2 years Filed as: PNC BANK NATIONAL ASSOCIATION Service code 27 · EIN 22-1146430 | Advisory (Plan) | $34,628 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,728 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $76,411 | $62,624+22.0% | $177,989-57.1% | $77,643-1.6% |
| Participation rate | 56.9% | 66.8%-9.9pp | 77.1%-20.2pp | 70.6%-13.7pp |
| Annual return | 15.92% | 16.16%-0.2pp | 294.48%-278.6pp | 31.24%-15.3pp |
| Employer contribution / active EE | $399 | $1,909-79.1% | $3,949-89.9% | $2,726-85.4% |
| Participant deferral / active EE | $2,302 | $4,219-45.4% | $6,276-63.3% | $4,647-50.5% |
| Admin fee / account holder | $308 | $386-20.2% | $10,363-97.0% | $430-28.5% |