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 |
|---|---|---|
WELLINGTON TRUST COMPANY10+ years Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $86,655 |
GALLAGHER FIDUCIARY ADVISORS, LLC10+ years Service code 27 310 GRANT STREET · PITTSBURGH, PA 15219 | Advisory (Plan) | $57,820 |
ACRISURE1 year Filed as: ACRISURE MID-ATLANTIC PARTNERS INS Service code 11 · EIN 92-3652116 | Actuarial | $36,895 |
DICLAUDIO & KRAMER, LLC10+ years Service code 10 · EIN 27-0889793 | Accounting | $35,000 |
STEPHEN J. O'BRIEN9 years Filed as: STEPHEN J. O'BRIEN & ASSOCIATES,LLC Service code 29 · EIN 81-5178933 | Legal | $19,894 |
PNC BANK, N.A.10+ years Filed as: PNC BANK Service code 19 · EIN 25-1197336 | Securities Custodian | $17,577 |
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 | $0 | $178,317-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 20.5%-20.5pp | 0.0%0pp |
| Annual return | 8.46% | 9.12%-0.7pp | 9.57%-1.1pp | 10.77%-2.3pp |
| Employer contribution / active EE | $12,115 | $14,150-14.4% | $26,706-54.6% | $15,292-20.8% |
| Participant deferral / active EE | $0 | $1,813-100.0% | $213-100.0% | $1,813-100.0% |
| Admin fee / account holder | $0 | $0 | $1,620-100.0% | - |