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 |
|---|---|---|
NEWPORT GROUP, INC.5 years Filed as: NEWPORT GROUP Service code 19 TWO ALLEGHENY CENTER NOVA TOWER 2 · PITTSBURGH, PA 15212 | Securities Custodian | $430,024 |
CDS ADMINISTRATORS8 years Service code 13 · EIN 25-1352803 232 WISE ROAD, SUITE 330 · HARMONY, PA 16037 | Contract Administrator | $147,313 |
HENRY ROSSI & CO., LLP8 years Service code 10 · EIN 25-1698045 50 SECO ROAD, SUITE A · MONROEVILLE, PA 15146 | Accounting | $34,470 |
THE SEGAL COMPANY6 years Filed as: SEGAL MARCO ADVISORS Service code 17 · EIN 36-3555078 1300 E. NINTH STREET, SUITE 1900 · CLEVELAND, OH 44114 | Pension Consulting | $28,500 |
MEYER, UNKOVIC & SCOTT6 years Service code 29 · EIN 25-1008021 535 SMITHFIELD STREET, SUITE 1300 · PITTSBURGH, PA 15222 | Legal | $27,162 |
Filed as: ALLEGHENY COMMERCIAL PRINTING Service code 36 1209 CHARTIERS AVE · MCKEES ROCKS, PA 15136 | Copying and duplicating | $11,312 |
PNC BANK, N.A.1 year Filed as: PNC FINANCIAL SERVICES GROUP Service code 21 · EIN 25-1211909 249 FIFTH AVE · PITTSBURGH, PA 15222 | Bank Trustee | $5,124 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $82,854 | $241,101-65.6% | $103,333-19.8% | $199,593-58.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 12.86% | 17.80%-4.9pp | 24.88%-12.0pp | 34.25%-21.4pp |
| Employer contribution / active EE | $4,189 | $4,244-1.3% | $3,868+8.3% | $3,034+38.1% |
| Participant deferral / active EE | $298 | $3,958-92.5% | $5,057-94.1% | $5,087-94.1% |
| Admin fee / account holder | $102 | $288-64.5% | $8,355-98.8% | $269-62.1% |