See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH,PIERCE,FENNER & SMITH Service code 28 · EIN 13-5674085 | Investment Management | $80,979 |
THE BANK OF NEW YORK MELLON7+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $6,967 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,186-100.0% | $369,410-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 29.4%-29.4pp | 3.6%-3.6pp |
| Annual return | 10.18% | 10.82%-0.6pp | 8.28%+1.9pp | 11.84%-1.7pp |
| Employer contribution / active EE | $5,463 | $12,700-57.0% | $40,747-86.6% | $17,339-68.5% |
| Participant deferral / active EE | $0 | $0 | $26-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $4,495-100.0% | $409-100.0% |