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 |
|---|---|---|
THE BANK OF NEW YORK MELLON3+ years Filed as: BNY MELLON ASSET SERVICING Service code 25 · EIN 13-5160382 | Directed Trustee | $17,621 |
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.
Employer contribution per participant 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 | $17,410-100.0% | $260,109-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 43.2%-43.2pp | 4.5%-4.5pp |
| Annual return | 10.97% | 10.78%+0.2pp | 8.93%+2.0pp | 13.95%-3.0pp |
| Employer contribution / active EE | $64 | $10,694-99.4% | $43,470-99.9% | $16,598-99.6% |
| Participant deferral / active EE | $0 | $0 | $223-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $182-100.0% | $1,225-100.0% | $612-100.0% |