Filed August 2, 2021
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 year Service code 25 · EIN 22-1146430 | Directed Trustee | $775 |
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 | $28,953 | $221,442-86.9% | $92,233-68.6% | $77,958-62.9% |
| Participation rate | 31.3% | 79.6%-48.3pp | 76.5%-45.2pp | 71.6%-40.3pp |
| Annual return | 27.50% | 15.65%+11.9pp | 176.28%-148.8pp | 20.87%+6.6pp |
| Employer contribution / active EE | $365 | $3,226-88.7% | $3,679-90.1% | $2,310-84.2% |
| Participant deferral / active EE | $1,412 | $2,779-49.2% | $3,897-63.8% | $3,537-60.1% |
| Admin fee / account holder | $7 | $210-96.5% | $5,194-99.9% | $97-92.4% |