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 |
|---|---|---|
PNC BANK, N.A.10+ years Service code 19 · EIN 25-1197336 5TH AVENUE WOOD STREET · PITTSBURGH, PA 15265 | Securities Custodian | $147,657 |
Filed as: CBIZ Service code 11 · EIN 31-1582098 1845 WALNUT STREET, 14TH FLOOR · PHILADELPHIA, PA 19103 | Actuarial | $59,243 |
SEI INVESTMENTS10+ years Service code 27 · EIN 23-1707341 100 CIDER MILL ROAD · OAKS, PA 19456 | Advisory (Plan) | $31,344 |
SCHNEIDER DOWNS & CO., INC.8 years Service code 10 · EIN 25-1408703 ONE PPG PLACE, SUITE 1700 · PITTSBURGH, PA 152225416 | Accounting | $18,955 |
METRO BENEFITS, INC.2 years Service code 14 · EIN 25-1541083 8150 PERRY HIGHWAY, SUITE 311 · PITTSBURGH, PA 15237 | Plan Administrator | $15,375 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,655-100.0% | $414,698-100.0% | $49,655-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 46.8%-46.8pp | 17.1%-17.1pp |
| Annual return | 7.53% | 10.17%-2.6pp | 8.80%-1.3pp | 9.82%-2.3pp |
| Employer contribution / active EE | $0 | $16,851-100.0% | $29,429-100.0% | $13,587-100.0% |
| Participant deferral / active EE | $0 | $26-100.0% | $58-100.0% | $81-100.0% |
| Admin fee / account holder | $0 | $2,893-100.0% | $10,933-100.0% | $2,893-100.0% |