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 COMPANY8+ years Service code 21 · EIN 04-2767481 75 STATE STREET · BOSTON, MA 02109 | Bank Trustee | $393,039 |
THE BANK OF NEW YORK MELLON8+ years Filed as: BANK OF NEW YORK Service code 21 · EIN 13-5160382 200 PARK AVENUE · NEW YORK, NY 10166 | Bank Trustee | $184,488 |
THE SEGAL COMPANY1 year Filed as: SEGAL Service code 11 333 WEST 34TH ST · NEW YORK, NY 10001 | Actuarial | $178,149 |
Filed as: CBIZ MARKS PANETH LLC Service code 10 · EIN 87-3707167 685 THIRD AVE · NEW YORK, NY 10017 | Accounting | $30,162 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $46,984-100.0% | $333,750-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 5.6%-5.6pp | 48.6%-48.6pp | 5.6%-5.6pp |
| Annual return | -21.50% | 39.77%-61.3pp | -9.60%-11.9pp | 39.77%-61.3pp |
| Employer contribution / active EE | $0 | $19,959-100.0% | $56,630-100.0% | $19,959-100.0% |
| Participant deferral / active EE | $0 | $614-100.0% | $124-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $5,181-100.0% | $62-100.0% |