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.3+ years Service code 25 · EIN 22-1146430 | Directed Trustee | $21,212 |
PNC BANK, N.A.3+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 59 | Shareholder Servicing | $0 |
STROTHMAN AND COMPANY2 years Filed as: STROTHMAN AND COMPANY, PSC Service code 10 · EIN 61-1191655 | Accounting | $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 | $17,065 | $46,173-63.0% | $170,442-90.0% | $69,631-75.5% |
| Participation rate | 48.1% | 63.9%-15.8pp | 83.6%-35.5pp | 70.7%-22.6pp |
| Annual return | 16.42% | 21.62%-5.2pp | 205.93%-189.5pp | 27571.02%-27554.6pp |
| Employer contribution / active EE | $137 | $1,610-91.5% | $5,433-97.5% | $2,032-93.3% |
| Participant deferral / active EE | $827 | $2,080-60.2% | $4,939-83.3% | $3,224-74.3% |
| Admin fee / account holder | $42 | $116-63.4% | $13,880-99.7% | $110-61.6% |