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.2+ years Service code 59 · EIN 25-1211909 | Shareholder Servicing | $0 |
PNC BANK, N.A.2+ 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 | $52,094 | $63,905-18.5% | $74,183-29.8% | $57,658-9.7% |
| Participation rate | 93.8% | 79.8%+14.0pp | 76.6%+17.2pp | 70.2%+23.6pp |
| Annual return | 6.30% | 60.60%-54.3pp | 17.74%-11.4pp | 5.13%+1.2pp |
| Employer contribution / active EE | $1,333 | $1,840-27.6% | $2,370-43.8% | $1,974-32.5% |
| Participant deferral / active EE | $3,585 | $3,448+4.0% | $3,550+1.0% | $3,061+17.1% |
| Admin fee / account holder | $0 | $91-100.0% | $5,586-100.0% | $95-100.0% |