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 MELLON7+ years Filed as: BANK OF AMERICA Service code 26 · EIN 94-1687665 | Advisory (Participants) | $92,410 |
AON CONSULTING4 years Filed as: AON CONSULTING INC. Service code 11 · EIN 22-2232264 | Actuarial | $75,397 |
COLUMBIA7+ years Filed as: COLUMBIA MANAGEMENT INVESTMENT SERV Service code 28 PO BOX 8081 · BOSTON, MA 022668081 | Investment Management | $60,956 |
PENSION ASSURANCE LLP1 year Service code 10 · EIN 30-0840934 | Accounting | $10,500 |
MFS INVESTMENT MANAGEMENT6 years Filed as: MFS SERVICE CENTER Service code 28 P.O. BOX 55824 · BOSTON, MA 022055824 | Investment Management | $6,105 |
LOOMIS SAYLES4 years Service code 28 P.O. BOX 219594 · KANSAS CITY, MO 641219594 | Investment Management | $5,843 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $247,120-100.0% | $213,834-100.0% | $350,408-100.0% |
| Participation rate | 0.0% | 29.4%-29.4pp | 12.3%-12.3pp | 44.4%-44.4pp |
| Annual return | -15.96% | -11.90%-4.1pp | -5.16%-10.8pp | -14.65%-1.3pp |
| Employer contribution / active EE | $0 | $42,640-100.0% | $31,020-100.0% | $46,320-100.0% |
| Participant deferral / active EE | $0 | $68-100.0% | $101-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $3,703-100.0% | $2,852-100.0% | $14,631-100.0% |