See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SIGNATURE FINANCIAL PLANNING2 years Service code 26 · EIN 20-8135720 1301 GRANDVIEW AVENUE · PITTSBURGH, PA 15211 | Advisory (Participants) | $332,755 |
Service code 15 · EIN 27-1155910 601 BROAD STREET · SEWICKLEY, PA 15143 | Recordkeeping | $11,994 |
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 | $81,758 | $73,638+11.0% | $95,952-14.8% | $73,488+11.3% |
| Participation rate | 85.2% | 76.2%+9.1pp | 77.1%+8.2pp | 70.7%+14.6pp |
| Annual return | 14.02% | 16.78%-2.8pp | 91.61%-77.6pp | 28.51%-14.5pp |
| Employer contribution / active EE | $2,804 | $1,863+50.5% | $2,541+10.3% | $2,270+23.5% |
| Participant deferral / active EE | $6,019 | $3,617+66.4% | $4,167+44.5% | $3,740+61.0% |
| Admin fee / account holder | $229 | $482-52.4% | $6,795-96.6% | $513-55.3% |