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 |
|---|---|---|
O'DONOGHUE & O'DONOGHUE5+ years Service code 29 · EIN 53-6120528 4748 WISCONSIN AVENUE, NW · WASHINGTON, DC 20016 | Legal | $99,582 |
MANNING & NAPIER5+ years Service code 27 · EIN 45-3328488 290 WOODCLIFF DRIVE · FAIRPORT, NY 14450 | Advisory (Plan) | $80,161 |
CARDAY ASSOCIATES5+ years Service code 10 · EIN 53-0257019 | Accounting | $79,510 |
THE MCKEOGH COMPANY5+ years Service code 11 · EIN 23-3003375 200 BARR HARBOR DRIVE · WEST CONSHOHOCKEN, PA 19428 | Actuarial | $22,500 |
DAHAB ASSOCIATES5+ years Service code 17 423 SOUTH COUNTRY ROAD · BAY SHORE, NY 11706 | Pension Consulting | $18,750 |
CALIBRE CPA GROUP PLLC1 year Service code 10 · EIN 47-0900880 7501 WISCONSIN AVE STE 1200 · BETHESDA, MD 20814 | Accounting | $15,208 |
PNC BANK, N.A.5+ years Filed as: PNC INSTITUTIONAL TRUST Service code 21 · EIN 22-1146430 TWO HOPKINS PLAZA · BALTIMORE, MD 21201 | Bank Trustee | $1 |
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.
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 | $120,737-100.0% | $91,826-100.0% | $254,510-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 4.7%-4.7pp | 43.0%-43.0pp |
| Annual return | 13.57% | 4.61%+9.0pp | 793.01%-779.4pp | 259.13%-245.6pp |
| Employer contribution / active EE | $5,737 | $40,806-85.9% | $27,004-78.8% | $41,469-86.2% |
| Participant deferral / active EE | $0 | $155-100.0% | $154-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $9,698-100.0% | $4,239-100.0% | $21,546-100.0% |