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 |
|---|---|---|
WELLINGTON TRUST COMPANY1+ years Service code 21 · EIN 04-2767481 75 STATE STREET · BOSTON, MA 02109 | Bank Trustee | $282,840 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF NEW YORK Service code 21 · EIN 13-5160382 200 PARK AVENUE · NEW YORK, NY 10166 | Bank Trustee | $150,254 |
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 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 | $211,396-100.0% | $296,643-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 4.3%-4.3pp | 44.4%-44.4pp | 4.3%-4.3pp |
| Annual return | -1.21% | 2.81%-4.0pp | -18.97%+17.8pp | 2.81%-4.0pp |
| Employer contribution / active EE | $22,297 | $16,358+36.3% | $54,628-59.2% | $16,358+36.3% |
| Participant deferral / active EE | $0 | $775-100.0% | $78-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $9,901-100.0% | $1,639-100.0% |