Filed May 10, 2018
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 MELLON3+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $723,897 |
CONDUENT HR CONSULTING, LLC2 years Service code 11 · EIN 13-3954297 | Actuarial | $109,433 |
Service code 14 · EIN 11-3713086 | Plan Administrator | $71,633 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON Service code 16 · EIN 53-0181291 | Consulting | $50,761 |
CROWE LLP1 year Service code 10 · EIN 35-0921680 | Accounting | $21,800 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,770 |
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.
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 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 | $0 | $411,917-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 20.33% | 12.92%+7.4pp | 10.36%+10.0pp | 17.84%+2.5pp |
| Employer contribution / active EE | $0 | $14,070-100.0% | $37,738-100.0% | $14,688-100.0% |
| Participant deferral / active EE | $0 | $21-100.0% | $137-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $15,661-100.0% | - |