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.4+ years Service code 25 · EIN 22-1146430 | Directed Trustee | $40,345 |
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 | $68,683 | $66,302+3.6% | $110,238-37.7% | $56,287+22.0% |
| Participation rate | 91.1% | 74.9%+16.2pp | 79.8%+11.3pp | 69.9%+21.3pp |
| Annual return | -5.20% | -1.18%-4.0pp | 314.74%-319.9pp | -9.96%+4.8pp |
| Employer contribution / active EE | $1,313 | $2,047-35.9% | $3,826-65.7% | $2,111-37.8% |
| Participant deferral / active EE | $3,988 | $3,381+17.9% | $4,672-14.6% | $3,350+19.0% |
| Admin fee / account holder | $192 | $698-72.5% | $8,547-97.8% | $521-63.1% |