See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL Service code 28 · EIN 06-1050034 | Investment Management | $50,990 |
PATH ADMINISTRATORS2 years Service code 13 1000 CLIFFMINE RD, STE 101 · PITTSBURGH, PA 15275 | Contract Administrator | $31,196 |
BOLTON PARTNERS, INC.6+ years Filed as: BOLTON PARTNERS INC Service code 16 100 LIGHT ST, 9TH FLOOR · BALTIMORE, MD 21202 | Consulting | $22,917 |
MEYER, UNKOVIC & SCOTT6+ years Filed as: MEYER, UNKOVIC & SCOTT LLP Service code 29 · EIN 25-4008021 535 SMITHFIELD ST, SUITE 1300 · PITTSBURGH, PA 15222 | Legal | $19,825 |
PACKER THOMAS6+ years Service code 10 · EIN 34-1667340 325 EAST WASHINGTON STREET · NEW CASTLE, PA 16101 | Accounting | $15,957 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,428 | $111,608-38.7% | $177,821-61.5% | $73,409-6.8% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.7%+12.3pp | 72.2%+27.8pp |
| Annual return | 14.27% | 18.23%-4.0pp | 48.32%-34.0pp | 59.29%-45.0pp |
| Employer contribution / active EE | $9,294 | $3,796+144.8% | $5,918+57.0% | $2,234+316.1% |
| Participant deferral / active EE | $0 | $6,199-100.0% | $7,714-100.0% | $3,805-100.0% |
| Admin fee / account holder | $135 | $166-18.2% | $12,427-98.9% | $158-14.2% |