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 |
|---|---|---|
Filed as: LAWRENCE C. MUSGROVE ASSOCIATES INC Service code 14 PO BOX 13487 · ROANOKE, VA 24034 | Plan Administrator | $36,000 |
PFM ADVISORS7 years Filed as: PFM ASSET MANAGEMENT Service code 28 · EIN 25-1599131 213 MARKET STREET · HARRISBURG, PA 17101 | Investment Management | $33,718 |
RICHARD GABRIEL & ASSOC10+ years Service code 11 · EIN 23-2129431 601 DRESHER ROAD, SUITE 201 · HORSHAM, PA 19044 | Actuarial | $26,346 |
CAMPBELL TAYLOR WASHBURN10+ years Filed as: CAMPBELL RAPPOLD & YURASITS LLP Service code 10 · EIN 23-1386942 1033 SOUTH CEDAR CREST BOULEVARD · ALLENTOWN, PA 18103 | Accounting | $14,650 |
Service code 10 4B EVES DRIVE · MARLTON, NJ 08053 | Accounting | $14,225 |
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 | $201,159-100.0% | $181,048-100.0% | $417,905-100.0% |
| Participation rate | 0.0% | 36.5%-36.5pp | 22.4%-22.4pp | 39.2%-39.2pp |
| Annual return | 10.10% | 9.29%+0.8pp | 9.65%+0.4pp | 13.91%-3.8pp |
| Employer contribution / active EE | $15,680 | $32,463-51.7% | $26,259-40.3% | $35,282-55.6% |
| Participant deferral / active EE | $0 | $162-100.0% | $145-100.0% | $94-100.0% |
| Admin fee / account holder | $0 | $856-100.0% | $749-100.0% | $41,846-100.0% |