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 |
|---|---|---|
Filed as: STATE STREET BANK AND TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $44,965 |
AMERICAN REALTY ADVISORS2 years Filed as: FIRST AMERICAN BANK Service code 11 · EIN 36-1078850 | Actuarial | $43,438 |
Filed as: SILCHESTER INTERNATIONAL Service code 27 · EIN 36-7243326 | Advisory (Plan) | $23,770 |
GRANT THORNTON LLP4+ years Service code 10 · EIN 36-6055558 | Accounting | $23,100 |
NEPC, LLC4+ years Service code 17 · EIN 26-1429809 | Pension Consulting | $16,596 |
THE BANK OF NEW YORK MELLON3 years Filed as: MELLON CAPITOL MANAGEMENT Service code 28 · EIN 25-6078093 | Investment Management | $15,899 |
BERNZOTT CAPITAL ADVISORS4+ years Filed as: BERNZOTT CAPITAL ADVISOR Service code 28 · EIN 77-0464710 | Investment Management | $8,309 |
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.
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 | $218,893-100.0% | $436,953-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 49.9%-49.9pp | 44.2%-44.2pp | 46.4%-46.4pp |
| Annual return | -9.47% | -114.97%+105.5pp | -102.03%+92.6pp | -82.66%+73.2pp |
| Employer contribution / active EE | $52,069 | $39,358+32.3% | $36,229+43.7% | $43,769+19.0% |
| Participant deferral / active EE | $0 | $45-100.0% | $48-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $11,759-100.0% | $12,721-100.0% | $11,204-100.0% |