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 MELLON5+ years Filed as: BANK OF AMERICA Service code 21 208 HARRISTOWN ROAD · GLEN ROCK, NJ 07452 | Bank Trustee | $76,192 |
WILLIS TOWERS WATSON US LLC3 years Filed as: WILLIS TOWERS WATSON Service code 11 ONE PPG PLACE · PITTSBURGH, PA 15222 | Actuarial | $44,245 |
TYGH CAPITAL MANAGEMENT5+ years Service code 27 1211 SW FIFTH AVENUE · PORTLAND, OR 97204 | Advisory (Plan) | $8,400 |
MFS INVESTMENT MANAGEMENT5+ years Filed as: MFS Service code 27 MFS SERVICE CENTER · BOSTON, MD 022055824 | Advisory (Plan) | $8,309 |
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 | $46,244-100.0% | $50,635-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 6.0%-6.0pp | 2.8%-2.8pp |
| Annual return | 22.30% | 15.46%+6.8pp | 18.06%+4.2pp | 16.32%+6.0pp |
| Employer contribution / active EE | $10,082 | $10,289-2.0% | $30,411-66.8% | $17,007-40.7% |
| Participant deferral / active EE | $0 | $214-100.0% | $40-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $1,675-100.0% | $127-100.0% |