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 6-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 MELLON4+ years Filed as: BANK OF AMERICA Service code 18 · EIN 94-1687665 | Custodial (other than securities); In... | $181,092 |
PIMCO FUNDS4+ years Filed as: ALLIANZ-PIMCO TOTAL RETURN Service code 27 1633 BROADWAY · NEW YORK, NY 10019 | Advisory (Plan) | $43,200 |
AB FUNDS4+ years Filed as: LOOMIS LARGE CAP GROWTH Service code 27 · EIN 04-3200030 | Advisory (Plan) | $9,386 |
BAIRD INSURANCE SERVICES INC4+ years Filed as: BAIRD MID CAP GROWTH Service code 28 P.O. BOX 701 · MILWAUKEE, WI 532010701 | Investment Management | $5,904 |
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 | $164,233-100.0% | $75,030-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.9%-5.9pp | 0.0%0pp |
| Annual return | -17.06% | 62.64%-79.7pp | -2.63%-14.4pp | 2.77%-19.8pp |
| Employer contribution / active EE | $3,594 | $9,627-62.7% | $29,884-88.0% | $15,262-76.5% |
| Participant deferral / active EE | $0 | $257-100.0% | $8-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $838-100.0% | $1,015-100.0% |