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.3+ years Service code 25 · EIN 22-1146430 | Directed Trustee | $12,066 |
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 | $54,637 | $66,302-17.6% | $110,238-50.4% | $56,287-2.9% |
| Participation rate | 28.6% | 74.9%-46.3pp | 79.8%-51.2pp | 69.9%-41.3pp |
| Annual return | -5.54% | -1.18%-4.4pp | 314.74%-320.3pp | -9.96%+4.4pp |
| Employer contribution / active EE | $598 | $2,047-70.8% | $3,826-84.4% | $2,111-71.7% |
| Participant deferral / active EE | $1,376 | $3,381-59.3% | $4,672-70.6% | $3,350-58.9% |
| Admin fee / account holder | $268 | $698-61.6% | $8,547-96.9% | $521-48.5% |