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: ICARD MERRILL Service code 29 2033 MAIN STREET, SUITE 600 · SARASOTA, FL 34237 | Legal | $50,000 |
Filed as: MERRILL LYNCH Service code 28 · EIN 13-5674085 | Investment Management | $42,552 |
CONRAD SIEGEL3 years Service code 11 · EIN 23-1669823 PO BOX 5900 · HARRISBURG, PA 171100900 | Actuarial | $32,666 |
CANNON WRIGHT BLOUNT3 years Service code 10 756 RIDGE LAKE BLVD. · MEMPHIS, TN 38120 | Accounting | $15,500 |
THE BANK OF NEW YORK MELLON5+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $6,858 |
LOOMIS SAYLES2 years Filed as: LOOMIS, SAYLES & COMPANY Service code 28 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $0 |
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 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 | $70,499-100.0% | $50,635-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 12.6%-12.6pp | 6.0%-6.0pp | 47.4%-47.4pp |
| Annual return | 10.03% | 10.98%-0.9pp | 18.06%-8.0pp | 12.16%-2.1pp |
| Employer contribution / active EE | $169,100 | $48,856+246.1% | $30,411+456.1% | $44,746+277.9% |
| Participant deferral / active EE | $0 | $0-100.0% | $40-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $2,698-100.0% | $1,675-100.0% | $17,640-100.0% |