Filed January 27, 2017
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 9-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 |
|---|---|---|
PNC BANK, N.A.8 years Filed as: PNC BANK Service code 28 · EIN 22-1146430 | Investment Management | $119,740 |
OCTOBER THREE CONSULTING LLC8 years Service code 11 · EIN 27-1175487 | Actuarial | $109,312 |
GYL FINANCIAL SYNERGIES6 years Filed as: GYL FINANCIAL SYNERGIES, LLC Service code 27 · EIN 81-3263476 | Advisory (Plan) | $25,000 |
SCHNEIDER DOWNS & CO., INC.2 years Service code 10 · EIN 25-1408703 | Accounting | $19,900 |
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.
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 | $52,198-100.0% | $148,078-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.7%-0.7pp | 5.4%-5.4pp | 11.0%-11.0pp |
| Annual return | 6.91% | 7.22%-0.3pp | 6.78%+0.1pp | 8.23%-1.3pp |
| Employer contribution / active EE | $27,108 | $12,542+116.1% | $25,154+7.8% | $13,859+95.6% |
| Participant deferral / active EE | $0 | $56-100.0% | $47-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $7,182-100.0% | $1,652-100.0% |