Filed October 18, 2004 (most recent of 2 filings on file)
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 | $23,600 |
PNC BANK, N.A.1+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 59 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $13,373 | $37,117-64.0% | $147,614-90.9% | $55,191-75.8% |
| Participation rate | 60.2% | 63.6%-3.4pp | 84.6%-24.4pp | 69.2%-9.0pp |
| Annual return | 0.13% | 3.44%-3.3pp | 61.98%-61.8pp | 10.78%-10.6pp |
| Employer contribution / active EE | $164 | $1,620-89.9% | $5,564-97.1% | $1,899-91.4% |
| Participant deferral / active EE | $908 | $1,985-54.3% | $4,895-81.5% | $3,046-70.2% |
| Admin fee / account holder | $44 | $86-48.4% | $11,611-99.6% | $91-51.3% |