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.3+ years Filed as: PNC BANK Service code 25 · EIN 25-1211909 | Directed Trustee | $38,328 |
PNC BANK, N.A.3+ 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $95,858 | $63,346+51.3% | $92,233+3.9% | $70,131+36.7% |
| Participation rate | 68.6% | 68.7%-0.1pp | 76.5%-7.9pp | 69.5%-0.9pp |
| Annual return | 14.57% | 530.12%-515.5pp | 176.28%-161.7pp | 73.14%-58.6pp |
| Employer contribution / active EE | $3,468 | $2,471+40.3% | $3,679-5.8% | $2,342+48.0% |
| Participant deferral / active EE | $2,906 | $2,854+1.8% | $3,897-25.4% | $3,332-12.8% |
| Admin fee / account holder | $535 | $3,840-86.1% | $5,194-89.7% | $4,645-88.5% |