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 | $95,939 |
THE MCKEOGH COMPANY10+ years Service code 11 · EIN 23-3003375 | Actuarial | $53,893 |
MANNING & NAPIER3 years Filed as: MANNING NAPIER Service code 27 · EIN 45-3328488 | Advisory (Plan) | $49,230 |
O'DONOGHUE & O'DONOGHUE10+ years Service code 29 · EIN 53-6120528 | Legal | $39,063 |
WITHUMSMITH+BROWN, PC2 years Filed as: WITHUMSMITH & BROWN, P.C. Service code 10 · EIN 22-2027092 | Accounting | $37,491 |
DAHAB ASSOCIATES10+ years Service code 17 423 SOUTH COUNTRY ROAD · BAY SHORE, NY 11706 | Pension Consulting | $20,833 |
PNC BANK, N.A.10+ years Filed as: PNC INSTITUTIONAL TRUST Service code 21 · EIN 22-1146430 | Bank Trustee | $7,552 |
DOYLE PRINTING1 year Filed as: DOYLE PRINTING & COMMUNICATIONS Service code 49 5206 46TH AVE · HYATTSVILLE, MD 20781 | Other Services | $6,496 |
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.
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 | $138,807-100.0% | $138,807-100.0% | $417,905-100.0% |
| Participation rate | 0.0% | 16.7%-16.7pp | 10.0%-10.0pp | 39.2%-39.2pp |
| Annual return | 462.27% | 8.45%+453.8pp | 8.39%+453.9pp | 13.91%+448.4pp |
| Employer contribution / active EE | $5,049 | $25,911-80.5% | $20,497-75.4% | $35,282-85.7% |
| Participant deferral / active EE | $0 | $0 | $16-100.0% | $94-100.0% |
| Admin fee / account holder | $0 | $41,846-100.0% | - | $41,846-100.0% |