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 10-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 |
|---|---|---|
THE BANK OF NEW YORK MELLON5+ years Filed as: BANK OF AMERICA Service code 19 · EIN 94-1687665 | Securities Custodian | $145,487 |
Filed as: MERRILL LYNCH RETIREMENT SERVICES Service code 11 P.O. BOX 1501 · PENNINGTON, NJ 085349809 | Actuarial | $69,928 |
BCG SECURITIES1 year Filed as: BCG PENSION RISK CONSULTANTS Service code 17 100 GRANDVIEW ROAD, SUITE 303 · BRAINTREE, MA 02184 | Pension Consulting | $35,000 |
BAKER NEWMAN NOYES4 years Service code 10 · EIN 01-0494526 | Accounting | $27,150 |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $409,661-100.0% | $477,209-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 1.7%-1.7pp |
| Annual return | 8.34% | 10.60%-2.3pp | -2.84%+11.2pp | 627.08%-618.7pp |
| Employer contribution / active EE | $34,304 | $19,729+73.9% | $33,329+2.9% | $18,824+82.2% |
| Participant deferral / active EE | $0 | $349-100.0% | $51-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $2,475-100.0% | $1,923-100.0% |