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: ASSOCIATED ADMINISTRATORS Service code 10 · EIN 65-1205077 | Accounting | $93,374 |
THE MCKEOGH COMPANY9+ years Service code 11 · EIN 23-3003375 | Actuarial | $84,052 |
MANNING & NAPIER2 years Filed as: MANNING NAPIER Service code 27 · EIN 45-3328488 | Advisory (Plan) | $54,299 |
O'DONOGHUE & O'DONOGHUE9+ years Service code 29 · EIN 53-6120528 | Legal | $49,138 |
DAHAB ASSOCIATES9+ years Service code 17 423 SOUTH COUNTRY ROAD · BAY SHORE, NY 11706 | Pension Consulting | $25,000 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUMSMITH & BROWN, P.C. Service code 10 · EIN 22-2027092 | Accounting | $15,000 |
PNC BANK, N.A.9+ years Filed as: PNC INSTITUTIONAL TRUST Service code 21 · EIN 22-1146430 | Bank Trustee | $8,093 |
PKF O'CONNOR DAVIES, LLP1 year Filed as: PKF O'CONNOR DAVIES,LLP Service code 10 · EIN 27-1728945 | Accounting | $5,524 |
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 | $93,040-100.0% | $148,078-100.0% | $338,187-100.0% |
| Participation rate | 0.0% | 13.3%-13.3pp | 5.4%-5.4pp | 44.0%-44.0pp |
| Annual return | 6.37% | 3.92%+2.5pp | 6.78%-0.4pp | 13.05%-6.7pp |
| Employer contribution / active EE | $6,147 | $35,642-82.8% | $25,154-75.6% | $37,639-83.7% |
| Participant deferral / active EE | $0 | $9-100.0% | $47-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $7,182-100.0% | $30,864-100.0% |