Filed September 12, 1994
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 Filed as: PNC BANK Service code 25 · EIN 25-1211909 | Directed Trustee | $41,016 |
PNC BANK, N.A.1+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 59 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $52,616 | $52,681-0.1% | $75,781-30.6% | $59,632-11.8% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | 2.58% | 2.95%-0.4pp | 9.68%-7.1pp | 2041.28%-2038.7pp |
| Employer contribution / active EE | $5,617 | $2,193+156.1% | $3,323+69.0% | $2,203+155.0% |
| Participant deferral / active EE | $2,365 | $2,591-8.7% | $3,651-35.2% | $3,192-25.9% |
| Admin fee / account holder | $320 | $3,610-91.1% | $5,299-94.0% | $4,297-92.5% |