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.3+ years Service code 25 · EIN 22-1146430 | Directed Trustee | $26,876 |
PNC BANK, N.A.3+ 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 | $79,593 | $71,192+11.8% | $117,854-32.5% | $62,292+27.8% |
| Participation rate | 88.7% | 74.2%+14.5pp | 79.7%+9.0pp | 69.5%+19.2pp |
| Annual return | 15.94% | 18.66%-2.7pp | 335.08%-319.1pp | 28.90%-13.0pp |
| Employer contribution / active EE | $1,259 | $1,934-34.9% | $3,786-66.7% | $2,042-38.3% |
| Participant deferral / active EE | $3,803 | $3,189+19.3% | $4,482-15.1% | $3,169+20.0% |
| Admin fee / account holder | $147 | $587-75.0% | $8,020-98.2% | $479-69.4% |