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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY7 years Filed as: GRAYSTONE INVESTMENT GROUP Service code 28 3001 N ROCKY POINT DR E 200 · TAMPA, FL 33607 | Investment Management | $102,100 |
INSULATORS LOCAL 235 years Service code 14 · EIN 23-1582722 8926 JONESTOWN ROAD · GRANTVILLE, PA 170288654 | Plan Administrator | $84,218 |
USI CONSULTING GROUP4 years Service code 11 · EIN 06-1053228 6 PPG PLACE, SUITE 200 · PITTSBURGH, PA 15222 | Actuarial | $73,100 |
AEW CAPITAL MANAGEMENT3 years Filed as: AEW CORE PROPERTY TRUST (US) INC Service code 28 TWO SEAPORT LANE · BOSTON, MA 02210 | Investment Management | $28,883 |
WILLIG, WILLIAMS & DAVIDSON5 years Filed as: WILLIG WILLIAMS & DAVIDSON Service code 29 1845 WALNUT STREET · PHILADELPHIA, PA 15222 | Legal | $18,754 |
JBM COMPUTER CONSULTANTS5 years Service code 49 20 N AMERICA DRIVE · BUFFALO, NY 14224 | Other Services | $14,718 |
ALAN ROSS & COMPANY, PC10+ years Service code 10 · EIN 20-5367494 10 HEARTHSTONE CT, STE 100 · READING, PA 19606 | Accounting | $10,000 |
THE BANK OF NEW YORK MELLON10+ years Filed as: M&T BANK - INSTITUTIONAL RETIREMEN Service code 19 · EIN 16-0538020 ONE M T PLAZA, 9TH FLOOR · BUFFALO, NY 14203 | Securities Custodian | $0 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
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 | $36,224-100.0% | $181,048-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.4%-22.4pp | 2.1%-2.1pp |
| Annual return | 8.68% | 12.82%-4.1pp | 9.65%-1.0pp | 9.14%-0.5pp |
| Employer contribution / active EE | $17,971 | $13,831+29.9% | $26,259-31.6% | $19,963-10.0% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $919-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $749-100.0% | $200-100.0% |