See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: PEOPLES SECURITY BANK & TRUST Service code 27 · EIN 24-0603570 | Advisory (Plan) | $43,764 |
THE MCKEOGH COMPANY6+ years Service code 11 · EIN 23-3003375 | Actuarial | $21,667 |
Filed as: MCGRAIL MERKEL QUINN & ASSOC. P.C. Service code 10 · EIN 23-2226550 | Accounting | $15,733 |
KANG HAGGERTY & FETBROYT4 years Service code 29 · EIN 23-2220388 | Legal | $10,000 |
MERANZE KATZ AND GAUDIOSO PC4 years Service code 29 · EIN 23-1496747 | Legal | $10,000 |
STUYVESANT CAPITAL MANAGEMENT6+ years Filed as: STUYVESANT CAPITAL Service code 27 · EIN 13-2953844 | Advisory (Plan) | $7,516 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $533,469-100.0% | $201,582-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 0.7%-0.7pp |
| Annual return | 16.96% | 24.46%-7.5pp | 11.08%+5.9pp | 13.24%+3.7pp |
| Employer contribution / active EE | $4,338 | $11,981-63.8% | $28,409-84.7% | $14,616-70.3% |
| Participant deferral / active EE | $0 | $0 | $86-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $5,364-100.0% | $6,559-100.0% | $4,137-100.0% |