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 |
|---|---|---|
PNC BANK, N.A.10+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 28 · EIN 25-1211909 | Investment Management | $65,040 |
COZEN O'CONNOR8 years Service code 29 · EIN 23-1732832 | Legal | $64,184 |
TWIN CAPITAL MANAGEMENT4 years Filed as: TWIN CAPITAL MANAGEMENT, INC. Service code 28 · EIN 25-1590628 | Investment Management | $55,334 |
Filed as: BILKEY KATZ INVESTMENT CONSULTANTS Service code 17 · EIN 13-4226829 | Pension Consulting | $48,000 |
ACRISURE1 year Service code 11 · EIN 92-3652116 | Actuarial | $46,140 |
Filed as: GW & K INVESTMENT MANAGMENT Service code 28 · EIN 80-0250512 | Investment Management | $33,863 |
ALBANESE SINCHAR SMITH & CO.7 years Filed as: ALBANESE SINCHAR AND SMITH Service code 10 · EIN 46-1686881 | Accounting | $10,700 |
Service code 14 · EIN 25-1309337 | Plan Administrator | $6,413 |
See 1 actuary disclosure. $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.
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 | $468,422-100.0% | $468,422-100.0% | $338,187-100.0% |
| Participation rate | 0.0% | 51.6%-51.6pp | 30.5%-30.5pp | 44.0%-44.0pp |
| Annual return | 11.15% | 6.30%+4.8pp | 6.74%+4.4pp | 13.05%-1.9pp |
| Employer contribution / active EE | $0 | $48,167-100.0% | $43,780-100.0% | $37,639-100.0% |
| Participant deferral / active EE | $0 | $29-100.0% | $44-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $1,988-100.0% | $1,988-100.0% | $30,864-100.0% |