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 |
|---|---|---|
WEALTH MANAGEMENT SYSTEMS INC3+ years Filed as: F.N.B. WEALTH MANAGEMENT Service code 25 12 FEDERAL STREET SUITE 400 · PITTSBURGH, PA 15212 | Directed Trustee | $15,884 |
ALERUS FINANCIAL, N.A.3+ years Filed as: ALERUS Service code 15 · EIN 45-6062081 | Recordkeeping | $7,567 |
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 | $46,298 | $63,299-26.9% | $91,001-49.1% | $62,292-25.7% |
| Participation rate | 73.0% | 73.3%-0.3pp | 75.6%-2.6pp | 69.5%+3.5pp |
| Annual return | 25.22% | 20.99%+4.2pp | 4.60%+20.6pp | 28.90%-3.7pp |
| Employer contribution / active EE | $780 | $1,807-56.8% | $2,456-68.2% | $2,042-61.8% |
| Participant deferral / active EE | $2,227 | $2,943-24.3% | $3,547-37.2% | $3,169-29.7% |
| Admin fee / account holder | $203 | $468-56.7% | $5,417-96.3% | $479-57.7% |