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 |
|---|---|---|
FIRST STATE TRUST COMPANY9 years Service code 28 · EIN 13-3124172 DELAWARE CORPORATE CENTER I · WILMINGTON, DE 19803 | Investment Management | $126,354 |
DUNBAR, BENDER & ZAPF, INC.10+ years Service code 11 · EIN 25-1650062 400 HOLIDAY DRIVE, SUITE 102 · PITTSBURGH, PA 15220 | Actuarial | $22,615 |
SCHNEIDER DOWNS & CO., INC.10+ years Service code 10 · EIN 25-1408703 ONE PPG PLACE · PITTSBURGH, PA 152225416 | Accounting | $13,250 |
MEYER, UNKOVIC & SCOTT6 years Filed as: MEYER UNKOVIC SCOTT LLP Service code 29 535 SMITHFIELD STREET, SUITE 1300 · PITTSBURGH, PA 15222 | Legal | $8,833 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $49,655-100.0% | $138,807-100.0% | $49,655-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.0%-10.0pp | 17.1%-17.1pp |
| Annual return | 3.16% | 7.73%-4.6pp | 8.39%-5.2pp | 9.82%-6.7pp |
| Employer contribution / active EE | $18,276 | $10,210+79.0% | $20,497-10.8% | $13,587+34.5% |
| Participant deferral / active EE | $0 | $0 | $16-100.0% | $81-100.0% |
| Admin fee / account holder | $0 | $2,893-100.0% | - | $2,893-100.0% |