Filed May 17, 2022
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 | Directed Trustee | $150 |
PNC BANK, N.A.1+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 59 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $39,110 | $63,924-38.8% | $108,579-64.0% | $55,167-29.1% |
| Participation rate | 25.9% | 74.3%-48.5pp | 79.6%-53.7pp | 69.0%-43.1pp |
| Annual return | 8.05% | 15.31%-7.3pp | -51.70%+59.7pp | 169.23%-161.2pp |
| Employer contribution / active EE | $551 | $1,879-70.7% | $3,758-85.3% | $1,963-71.9% |
| Participant deferral / active EE | $1,410 | $3,067-54.0% | $4,311-67.3% | $3,054-53.8% |
| Admin fee / account holder | $10 | $618-98.4% | $7,645-99.9% | $504-98.1% |