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 9-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: BANK OF AMERICA Service code 21 208 HARRISTOWN ROAD · GLEN ROCK, NJ 07452 | Bank Trustee | $81,608 |
Filed as: WILLIS TOWERS WATSON Service code 11 ONE PPG PLACE · PITTSBURGH, PA 15222 | Actuarial | $54,771 |
TYGH CAPITAL MANAGEMENT3+ years Service code 27 1211 SW FIFTH AVENUE · PORTLAND, OR 97204 | Advisory (Plan) | $7,745 |
MFS INVESTMENT MANAGEMENT3+ years Filed as: MFS Service code 27 MFS SERVICE CENTER · BOSTON, MD 022055824 | Advisory (Plan) | $7,662 |
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 | $44,091-100.0% | $180,484-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.1%-10.1pp | 4.5%-4.5pp |
| Annual return | 14.05% | 18.28%-4.2pp | 10.53%+3.5pp | 13.95%+0.1pp |
| Employer contribution / active EE | $8,164 | $11,746-30.5% | $29,360-72.2% | $16,598-50.8% |
| Participant deferral / active EE | $0 | $174-100.0% | $54-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $1,273-100.0% | $612-100.0% |