Filed July 28, 2003
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 · EIN 25-1211909 | Directed Trustee | $0 |
PNC BANK, N.A.1+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 59 | Shareholder Servicing | $0 |
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 | $46,129 | $38,925+18.5% | $73,843-37.5% | $55,191-16.4% |
| Participation rate | 98.5% | 66.0%+32.4pp | 73.4%+25.0pp | 69.2%+29.3pp |
| Annual return | -0.18% | 6.31%-6.5pp | 2267.84%-2268.0pp | 10.78%-11.0pp |
| Employer contribution / active EE | $1,508 | $1,695-11.0% | $2,787-45.9% | $1,899-20.6% |
| Participant deferral / active EE | $2,887 | $2,351+22.8% | $3,583-19.4% | $3,046-5.2% |
| Admin fee / account holder | $0 | $83-100.0% | $4,880-100.0% | $91-100.0% |