Filed January 25, 2006
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 59 · EIN 25-1211909 | Shareholder Servicing | $0 |
PNC BANK, N.A.1+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 59 | Shareholder Servicing | $0 |
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 | $51,227 | $72,770-29.6% | $67,652-24.3% | $55,191-7.2% |
| Participation rate | 94.2% | 78.8%+15.4pp | 75.7%+18.5pp | 69.2%+25.0pp |
| Annual return | 0.17% | -3.26%+3.4pp | 6625.04%-6624.9pp | 10.78%-10.6pp |
| Employer contribution / active EE | $1,340 | $1,769-24.3% | $2,266-40.9% | $1,899-29.4% |
| Participant deferral / active EE | $3,587 | $3,408+5.3% | $3,560+0.8% | $3,046+17.8% |
| Admin fee / account holder | $0 | $79-100.0% | $4,821-100.0% | $91-100.0% |