Filed August 7, 2007
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.1+ years Service code 25 · EIN 25-1211909 | Directed Trustee | $2,050 |
PNC BANK, N.A.1+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 59 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $57,625 | $57,108+0.9% | $94,224-38.8% | $52,331+10.1% |
| Participation rate | 89.5% | 72.9%+16.6pp | 78.8%+10.8pp | 68.1%+21.4pp |
| Annual return | 1.10% | 1.47%-0.4pp | 10.68%-9.6pp | 4.54%-3.4pp |
| Employer contribution / active EE | $1,320 | $1,735-24.0% | $3,587-63.2% | $1,882-29.9% |
| Participant deferral / active EE | $3,798 | $3,040+24.9% | $4,320-12.1% | $3,022+25.7% |
| Admin fee / account holder | $16 | $546-97.0% | $6,269-99.7% | $592-97.2% |