Filed July 28, 2006
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.8+ years Filed as: PNC BANK Service code 26 · EIN 34-1626368 201 E FIFTH STREET · CINCINNATI, OH 45202 | Advisory (Participants) | $0 |
See 1 actuary disclosure. $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.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $107,383-100.0% | $565,817-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 9.1%-9.1pp | 29.9%-29.9pp | 9.9%-9.9pp |
| Annual return | -22.57% | -11.36%-11.2pp | -8.79%-13.8pp | -5.25%-17.3pp |
| Employer contribution / active EE | $10,402 | $11,614-10.4% | $43,435-76.1% | $15,166-31.4% |
| Participant deferral / active EE | $853 | $7+11400.0% | $12+7062.4% | $120+611.3% |
| Admin fee / account holder | $0 | $0 | $866-100.0% | $3,859-100.0% |