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) | $77,118 |
THE MCKEOGH COMPANY10+ years Service code 11 · EIN 23-3003375 | Actuarial | $34,422 |
Filed as: MMQ & ASSOCIATES P.C. Service code 10 · EIN 23-2226550 | Accounting | $13,400 |
KANG HAGGERTY & FETBROYT4 years Filed as: KANG HAGGERTY LLC Service code 29 · EIN 23-2220388 | Legal | $13,202 |
MERANZE KATZ AND GAUDIOSO PC8 years Service code 29 · EIN 23-1496747 | Legal | $13,000 |
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.
Annual investment return 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 | $0 | $181,048-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.4%-22.4pp | 0.0%0pp |
| Annual return | 6.94% | 9.24%-2.3pp | 9.65%-2.7pp | 10.71%-3.8pp |
| Employer contribution / active EE | $4,392 | $14,215-69.1% | $26,259-83.3% | $14,986-70.7% |
| Participant deferral / active EE | $0 | $1,686-100.0% | $145-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |