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 MELLON6 years Filed as: BANK OF AMERICA Service code 28 · EIN 94-1687665 | Investment Management | $252,303 |
HEIDI O'ROURKE8 years Service code 30 · EIN 16-6062418 | Employee (plan); Direct payment from ... | $67,820 |
TERRY CLARK8 years Service code 30 · EIN 16-6062418 | Employee (plan); Direct payment from ... | $66,236 |
COLUMBIA1 year Filed as: COLUMBIA INTERMEDIATE TERM Service code 28 | Investment Management | $55,508 |
BONADIO & CO., LLP8 years Service code 10 · EIN 16-1131146 | Accounting | $41,954 |
AB FUNDS1 year Filed as: LOOMIS LARGE CAP GROWTH Service code 28 | Investment Management | $40,261 |
BOSTON PARTNERS1 year Filed as: BOSTON PARTNERS LARGE CAP VALUE Service code 28 | Investment Management | $40,080 |
O'SULLIVAN ASSOCIATES10+ years Filed as: O'SULLIVAN ASSOCIATES, INC. Service code 11 1236 BRACE RD, UNIT E · CHERRY HILL, NJ 08034 | Actuarial | $34,675 |
Filed as: LIPSITZ GREEN SCRIME CAMBRIA LP Service code 29 42 DELAWARE AVENUE 120 · BUFFALO, NY 14202 | Legal | $20,177 |
Service code 49 · EIN 16-0904650 | Other Services | $6,900 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 11.77% | 11.08%+0.7pp | 8.09%+3.7pp | 8.76%+3.0pp |
| Employer contribution / active EE | $10,309 | $13,910-25.9% | $28,674-64.0% | $16,640-38.0% |
| Participant deferral / active EE | $0 | $6,458-100.0% | $10-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |