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.3+ years Service code 59 · EIN 22-1146430 | Shareholder Servicing | $5,398 |
PNC BANK, N.A.3+ 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 | $47,333 | $69,305-31.7% | $82,313-42.5% | $69,631-32.0% |
| Participation rate | 100.0% | 80.3%+19.7pp | 76.9%+23.1pp | 70.7%+29.3pp |
| Annual return | 16.64% | 21.47%-4.8pp | 25.88%-9.2pp | 27571.02%-27554.4pp |
| Employer contribution / active EE | $1,202 | $1,887-36.3% | $2,428-50.5% | $2,032-40.9% |
| Participant deferral / active EE | $3,172 | $3,568-11.1% | $3,706-14.4% | $3,224-1.6% |
| Admin fee / account holder | $10 | $97-89.3% | $5,608-99.8% | $110-90.6% |