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.4+ years Service code 25 · EIN 22-1146430 | Directed Trustee | $0 |
PNC BANK, N.A.4+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 52 | Indirect Investment Fees | $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 | $50,805 | $43,999+15.5% | $79,464-36.1% | $55,725-8.8% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.3%+26.7pp | 70.9%+29.1pp |
| Annual return | -3.50% | 1.81%-5.3pp | 718.14%-721.6pp | 244.93%-248.4pp |
| Employer contribution / active EE | $1,859 | $1,830+1.6% | $2,800-33.6% | $2,078-10.5% |
| Participant deferral / active EE | $3,602 | $2,538+41.9% | $3,704-2.7% | $3,356+7.4% |
| Admin fee / account holder | $0 | $118-100.0% | $5,113-100.0% | $115-100.0% |