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 MELLON5+ years Filed as: BANK OF AMERICA Service code 21 429 FOURTH AVENUE · GLEN ROCK, NJ 07452 | Bank Trustee | $117,614 |
WILLIS TOWERS WATSON US LLC3 years Filed as: WILLIS TOWERS WATSON Service code 11 ONE PPG PLACE · PITTSBURGH, PA 15222 | Actuarial | $57,336 |
TYGH CAPITAL MANAGEMENT5+ years Filed as: TYGH CAPITAL MANAGEMENT INC. Service code 27 1211 SW 5TH AVENUE · PORTLAND, OR 97204 | Advisory (Plan) | $12,639 |
MFS INVESTMENT MANAGEMENT5+ years Filed as: MFS Service code 27 MFS SERVICE CENTER · BOSTON, MA 022055824 | Advisory (Plan) | $12,562 |
COLUMBIA1 year Filed as: COLUMBIA ADVISORY GROUP Service code 27 17950 PRESTON RD. · DALLAS, TX 75252 | Advisory (Plan) | $5,264 |
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 | 21.99% | 15.46%+6.5pp | 18.06%+3.9pp | 16.32%+5.7pp |
| Employer contribution / active EE | $11,809 | $10,289+14.8% | $30,411-61.2% | $17,007-30.6% |
| 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% |