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 |
|---|---|---|
Service code 29 429 FOURTH AVENUE · PITTSBURGH, PA 15219 | Legal | $1,194,698 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF AMERICA Service code 21 208 HARRISTOWN ROAD · GLEN ROCK, NJ 07452 | Bank Trustee | $102,853 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON Service code 11 600 GRANT STREET · PITTSBURGH, PA 15219 | Actuarial | $60,177 |
MFS INVESTMENT MANAGEMENT2+ years Filed as: MFS Service code 27 MFS SERVICE CENTER · BOSTON, MA 022055824 | Advisory (Plan) | $11,842 |
TYGH CAPITAL MANAGEMENT2+ years Filed as: TYGH CAPITAL MANAGEMENT INC. Service code 27 1211 SW 5TH AVENUE · PORTLAND, OR 97204 | Advisory (Plan) | $11,650 |
FULLER & THALER ASSET MANAGEMENT2+ years Filed as: FULLER AND THALER Service code 27 FULLER AND THALER ASSET MANAGEMENT · SAN MATEO, CA 94402 | Advisory (Plan) | $7,030 |
APEX CAPITAL MANAGEMENT2+ years Filed as: APEX Service code 27 APEX CAPITAL MANAGEMENT · DAYTON, OH 45342 | Advisory (Plan) | $6,627 |
ROBECO INVESTMENT MANAGEMENT2+ years Service code 27 909 3RD AVE #31 · NEW YORK, NY 10022 | Advisory (Plan) | $6,053 |
GOLDMAN SACHS2+ years Filed as: GOLDMAN, SACHS & CO. Service code 27 200 WEST STREET · NEW YORK, NY 10282 | Advisory (Plan) | $5,875 |
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.
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 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 | $0 | $35,636-100.0% | $169,917-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.3%-10.3pp | 1.8%-1.8pp |
| Annual return | 4.27% | 7.17%-2.9pp | 7.98%-3.7pp | 7.18%-2.9pp |
| Employer contribution / active EE | $7,166 | $13,444-46.7% | $23,724-69.8% | $13,095-45.3% |
| Participant deferral / active EE | $0 | $228-100.0% | $53-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $636-100.0% | $362-100.0% |