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 ANGELL PENSION GROUP, INC.4+ years Service code 11 · EIN 04-2530412 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Actuarial | $34,190 |
THE BANK OF NEW YORK MELLON4+ years Filed as: BANK OF OKLAHOMA Service code 21 · EIN 73-1521483 | Bank Trustee | $10,067 |
Filed as: RAYMON JAMES FINANCIAL SERVICES Service code 27 800 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $10,000 |
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 | $48,087-100.0% | $157,466-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 11.9%-11.9pp | 14.6%-14.6pp |
| Annual return | -6.59% | -2.83%-3.8pp | 12.68%-19.3pp | 10.56%-17.2pp |
| Employer contribution / active EE | $9,218 | $11,770-21.7% | $22,860-59.7% | $13,643-32.4% |
| Participant deferral / active EE | $0 | $39-100.0% | $123-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,275-100.0% | $2,825-100.0% | $3,354-100.0% |