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 |
|---|---|---|
MANNING & NAPIER1+ years Service code 27 · EIN 16-0995736 290 WOODCLIFF DRIVE · FAIRPORT, NY 14450 | Advisory (Plan) | $126,394 |
CARDAY ASSOCIATES1+ years Service code 10 · EIN 53-0257019 | Accounting | $64,628 |
O'DONOGHUE & O'DONOGHUE1+ years Service code 29 · EIN 53-6120528 4748 WISCONSIN AVENUE, NW · WASHINGTON, DC 20016 | Legal | $42,262 |
THE MCKEOGH COMPANY1+ years Service code 11 · EIN 23-3003375 200 BARR HARBOR DRIVE · WEST CONSHOHOCKEN, PA 19428 | Actuarial | $25,219 |
DAHAB ASSOCIATES1+ years Service code 17 423 SOUTH COUNTRY ROAD · BAY SHORE, NY 11706 | Pension Consulting | $25,000 |
SALTER & COMPANY, LLC1+ years Filed as: SALTER & COMPANY Service code 10 · EIN 20-8078757 4600 EAST-WEST HIGHWAY, SUITE 300 · BETHESDA, MD 20814 | Accounting | $16,754 |
PNC BANK, N.A.1+ years Filed as: PNC INSTITUTIONAL TRUST Service code 21 · EIN 22-1146430 TWO HOPKINS PLAZA · BALTIMORE, MD 21201 | Bank Trustee | $14,081 |
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 | $49,677-100.0% | $169,917-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.3%-10.3pp | 3.6%-3.6pp |
| Annual return | -7.30% | 7.64%-14.9pp | 7.98%-15.3pp | 11.88%-19.2pp |
| Employer contribution / active EE | $3,713 | $10,406-64.3% | $23,724-84.3% | $14,612-74.6% |
| Participant deferral / active EE | $0 | $130-100.0% | $53-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $636-100.0% | $637-100.0% |