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 |
|---|---|---|
BENEFIT PROCESSING, INC.1+ years Service code 13 · EIN 23-2204388 | Contract Administrator | $166,257 |
COOK STREET CONSULTING1+ years Filed as: COOK & BIELER, L.P. Service code 28 · EIN 23-3082822 | Investment Management | $124,630 |
ILA BENEFIT FUND OFFICE1+ years Filed as: PMTA ILA BENEFIT FUND OFFICE Service code 14 · EIN 23-1734119 | Plan Administrator | $116,783 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1835864 | Actuarial | $86,792 |
LAZARD ASSET MANAGEMENT1+ years Service code 27 30 ROCKEFELLER PLAZA · NEW YORK, NY 10112 | Advisory (Plan) | $75,485 |
HAMILTON & COMPANY1+ years Service code 27 · EIN 22-2142255 | Advisory (Plan) | $68,420 |
BUCHANAN INGERSOLL & ROONEY PC1+ years Filed as: BUCHANAN, INGERSOLL & ROONEY Service code 29 · EIN 25-1698000 | Legal | $57,221 |
FREEDMAN & LORRY, P.C.1+ years Service code 29 · EIN 23-2158375 | Legal | $55,563 |
FISCHER DORWART, P.C.1+ years Service code 10 · EIN 23-2247478 | Accounting | $27,966 |
VAN HORN INSURANCE AGENCY1+ years Service code 22 P.O. BOX 508 · MONTGOMERYVILLE, PA 18936 | Insurance Broker | $27,578 |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $211,396-100.0% | $253,870-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.5%-10.5pp | 4.3%-4.3pp |
| Annual return | -2.54% | -1.11%-1.4pp | -1.10%-1.4pp | 2.81%-5.3pp |
| Employer contribution / active EE | $42,284 | $19,191+120.3% | $27,248+55.2% | $16,358+158.5% |
| Participant deferral / active EE | $0 | $1,024-100.0% | $105-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $702,575-100.0% | $1,639-100.0% |