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.2+ years Service code 25 · EIN 25-1211909 | Directed Trustee | $21,080 |
PNC BANK, N.A.2+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 59 | Shareholder Servicing | $0 |
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 | $63,391 | $63,924-0.8% | $108,579-41.6% | $55,167+14.9% |
| Participation rate | 88.8% | 74.3%+14.5pp | 79.6%+9.3pp | 69.0%+19.8pp |
| Annual return | 7.19% | 15.31%-8.1pp | -51.70%+58.9pp | 169.23%-162.0pp |
| Employer contribution / active EE | $1,284 | $1,879-31.6% | $3,758-65.8% | $1,963-34.6% |
| Participant deferral / active EE | $3,678 | $3,067+19.9% | $4,311-14.7% | $3,054+20.4% |
| Admin fee / account holder | $108 | $618-82.6% | $7,645-98.6% | $504-78.7% |