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: MERRILL LYNCH,PIERCE,FENNER & SMITH Service code 28 · EIN 13-5674085 | Investment Management | $122,695 |
USI CONSULTING GROUP6+ years Service code 11 · EIN 13-4032401 | Actuarial | $71,440 |
Filed as: BENEFIT CONSULTING GROUP Service code 12 · EIN 23-2383285 | Participant communication; Consulting... | $56,000 |
THE BANK OF NEW YORK MELLON3 years Filed as: BANK OF AMERICA Service code 25 · EIN 94-1687665 | Directed Trustee | $55,936 |
PARTNERS IN PROPHET (OFFSHORE) LP2 years Service code 72 5000 PLAZA ON THE LAKE, SUITE 180 · AUSTIN, TX 78746 | Other investment fees and expenses | $0 |
POINT 406 VENTURES IV, L.P.1 year Filed as: POINT OLEMA PRIVATE EQUITY PORTFO Service code 72 · EIN 84-3545433 | Other investment fees and expenses | $0 |
POINT OLEMA U.S. VENTURE CAP PORTFO2 years Service code 72 · EIN 84-2408314 | Other investment fees and expenses | $0 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $54,060-100.0% | $54,060-100.0% | $286,844-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 3.3%-3.3pp | 37.6%-37.6pp |
| Annual return | 14.75% | 7.73%+7.0pp | 36.37%-21.6pp | 9.30%+5.4pp |
| Employer contribution / active EE | $0 | $59,889-100.0% | $37,223-100.0% | $43,742-100.0% |
| Participant deferral / active EE | $0 | $604-100.0% | $524-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $568-100.0% | $568-100.0% | $12,596-100.0% |