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 9-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 MELLON6+ years Filed as: BANK OF AMERICA Service code 26 · EIN 94-1687665 | Advisory (Participants) | $92,514 |
COLUMBIA6+ years Filed as: COLUMBIA MANAGEMENT INVESTMENT SERV Service code 28 PO BOX 8081 · BOSTON, MA 022668081 | Investment Management | $62,331 |
AON CONSULTING3 years Filed as: AON CONSULTING INC. Service code 11 · EIN 22-2232264 | Actuarial | $45,509 |
LOOMIS SAYLES3 years Service code 28 P.O. BOX 219594 · KANSAS CITY, MA 641219594 | Investment Management | $5,441 |
MFS INVESTMENT MANAGEMENT5 years Filed as: MFS SERVICE CENTER Service code 28 P.O. BOX 55824 · BOSTON, MA 022055824 | Investment Management | $5,167 |
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 | $250,469-100.0% | $220,551-100.0% | $286,844-100.0% |
| Participation rate | 0.0% | 24.3%-24.3pp | 8.7%-8.7pp | 37.6%-37.6pp |
| Annual return | 8.71% | 4.93%+3.8pp | 7.32%+1.4pp | 9.30%-0.6pp |
| Employer contribution / active EE | $0 | $32,616-100.0% | $23,426-100.0% | $43,742-100.0% |
| Participant deferral / active EE | $0 | $80-100.0% | $107-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $11,153-100.0% | $9,522-100.0% | $12,596-100.0% |