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 |
|---|---|---|
BUCK GLOBAL, LLC2 years Service code 11 · EIN 13-3954297 | Actuarial | $253,154 |
THE BANK OF NEW YORK MELLON5+ years Filed as: BNY MELLON Service code 21 BLUE BLACK SQUARE · WEST HARTFORD, CT 06107 | Bank Trustee | $97,731 |
RSM US LLP5+ years Service code 10 · EIN 42-0714325 | Accounting | $31,500 |
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.
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.
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 | $409,661-100.0% | $305,030-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.7%-44.7pp | 1.7%-1.7pp |
| Annual return | 1.29% | 6915.14%-6913.8pp | 380.66%-379.4pp | 627.08%-625.8pp |
| Employer contribution / active EE | $33,036 | $39,618-16.6% | $45,083-26.7% | $18,824+75.5% |
| Participant deferral / active EE | $0 | $161-100.0% | $272-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $12,800-100.0% | $1,923-100.0% |