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 |
|---|---|---|
CENTRAL DATA SERVICES11+ years Service code 13 · EIN 25-1352803 5 HOT METAL ST, 200 · PITTSBURGH, PA 15203 | Contract Administrator | $636,381 |
Service code 27 · EIN 95-1661675 114 WEST 47TH STREET, 19TH FLOOR · NEW YORK, NY 10036 | Advisory (Plan) | $546,093 |
PNC BANK, N.A.3 years Filed as: QMA LLC - PNC Service code 27 · EIN 22-2540245 2 GATEWAY CENTER, 6TH FLOOR · NEWARK, NJ 07102 | Advisory (Plan) | $444,879 |
NEWTOWER TRUST COMPANY11+ years Service code 27 · EIN 30-0872552 7315 WISCONSIN AVENUE, 350W · BETHESDA, MD 20814 | Advisory (Plan) | $378,903 |
ULLICO11+ years Filed as: THE UNION LABOR LIFE INSURANCE CO. Service code 28 · EIN 13-1423090 8403 COLESVILLE RD, 13TH FLOOR · SILVER SPRING, MD 20910 | Investment Management | $332,378 |
MANNING & NAPIER11+ years Filed as: MANNING & NAPIER ADVISORS, LP Service code 50 · EIN 45-3328488 155 FLEET ST · PORTSMOUTH, NH 03801 | Direct Payment | $329,399 |
Filed as: INTERCONTINENTAL REAL ESTATE CORP. Service code 27 · EIN 04-2895544 1270 SOLDIERS FIELD RD · BOSTON, MA 02135 | Advisory (Plan) | $266,067 |
EXETER TRUST COMPANY11+ years Service code 19 7945 MACARTHUR BLVD, 218 · CABIN JOHN, MD 20818 | Securities Custodian | $155,378 |
MARINER LLC2 years Filed as: MARINER INSTITUTIONAL LLC Service code 50 · EIN 59-3676225 875 GREENTREE RD, 7 PKWY, 840 · PITTSBURGH, PA 15220 | Direct Payment | $105,850 |
PNC BANK, N.A.3 years Filed as: CHARTWELL INVESTMENT PARTNERS - PNC Service code 27 · EIN 36-4776242 1235 WESTLAKES DR, 400 · PITTSBURGH, PA 19312 | Advisory (Plan) | $80,814 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $0 | $181,048-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.4%-22.4pp | 0.0%0pp |
| Annual return | 11.68% | 10.50%+1.2pp | 9.65%+2.0pp | 9.22%+2.5pp |
| Employer contribution / active EE | $15,623 | $14,720+6.1% | $26,259-40.5% | $13,567+15.2% |
| Participant deferral / active EE | $0 | $133-100.0% | $145-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |