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 8-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 |
|---|---|---|
WESBANCO INC.1+ years Filed as: WESBANCO TRUST & INVESTMENT SERVICE Service code 21 · EIN 55-0143590 | Bank Trustee | $64,003 |
USI CONSULTING GROUP1+ years Service code 11 · EIN 06-1053228 | Actuarial | $53,680 |
DUNBAR, BENDER & ZAPF, INC.1+ years Filed as: DUNBAR, BENDER, ZAPF, INC Service code 11 · EIN 25-1650062 | Actuarial | $39,500 |
ARNETT CARBIS TOOTHMAN LLP1+ years Service code 10 · EIN 55-0486667 | Accounting | $15,620 |
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.
Employer contribution per participant 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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,723,788-100.0% | $198,173-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 1.9%-1.9pp |
| Annual return | 15.49% | 12.40%+3.1pp | 10.16%+5.3pp | 23.90%-8.4pp |
| Employer contribution / active EE | $27 | $8,748-99.7% | $33,192-99.9% | $16,539-99.8% |
| Participant deferral / active EE | $0 | $217-100.0% | $66-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $7,531-100.0% | $18,975-100.0% |