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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY Service code 19 2100 GEORGETOWN DR · SEWICKLEY, PA 15143 | Securities Custodian | $99,286 |
YURCHYK & DAVIS CPA'S, INC.10+ years Service code 10 · EIN 34-1638235 | Accounting | $40,170 |
CW BREITSMAN ASSOCIATES LLC4 years Service code 13 401 LIBERTY AVE · PITTSBURGH, PA 15222 | Contract Administrator | $32,946 |
BENESYS, INC.4 years Filed as: UNITED ACTUARIAL SERVICES Service code 11 11590 N MERIDIAN ST · CARMEL, IN 460324529 | Actuarial | $19,800 |
MACALA & PIATT, LLC10+ years Service code 29 601 S. MAIN ST. · NORTH CANTON, OH 44720 | Legal | $8,199 |
PBGC PREMIUM10+ years Service code 99 445 12TH STREET SW · WASHINGTON, DC 20024 | Other Fees | $7,280 |
ALLEN, GIBBS & HOULIK, L.C.4 years Filed as: ALLEN BATES TECHNOLOGIES Service code 15 600 MCKNIGHT PARK DR · PITTSBURGH, PA 15237 | Recordkeeping | $6,435 |
PNC BANK, N.A.3 years Filed as: PNC BANK Service code 21 300 FIFTH AVENUE · PITTSBURGH, PA 15222 | Bank Trustee | $6,174 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $53-100.0% | $181,048-100.0% | $49,655-100.0% |
| Participation rate | 0.0% | 50.0%-50.0pp | 22.4%-22.4pp | 17.1%-17.1pp |
| Annual return | 5.96% | 11.85%-5.9pp | 9.65%-3.7pp | 9.82%-3.9pp |
| Employer contribution / active EE | $6,893 | $8,767-21.4% | $26,259-73.7% | $13,587-49.3% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $81-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | $2,893-100.0% |