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 MELLON2 years Service code 18 · EIN 13-5160382 | Custodial (other than securities) | $138,773 |
ALIGHT SOLUTIONS LLC2 years Service code 15 PO BOX 95135 · CHICAGO, IL 606945135 | Recordkeeping | $111,950 |
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWERS WATSON Service code 11 1001 LAKESIDE AVENUE · CLEVELAND, OH 441141172 | Actuarial | $80,575 |
Filed as: NISA INVESTMENT ADVISORS Service code 28 · EIN 48-1140940 | Investment Management | $54,224 |
ARROWSTREET CAPITAL2 years Filed as: ARROWSTREET CAPITAL, LIMITED PARTNE Service code 28 · EIN 04-3472863 | Investment Management | $23,031 |
Filed as: FULLER & THALER ASSET MANAGEMENT, I Service code 27 · EIN 94-3176968 | Advisory (Plan) | $21,791 |
Filed as: MARATHON ASSET MANAGEMENT LLP Service code 21 · EIN 95-4328983 | Bank Trustee | $13,900 |
Service code 10 4040 EMBASSY PARKWAY · AKRON, OH 44333 | Accounting | $13,000 |
Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 28 · EIN 81-4017137 | Investment Management | $5,205 |
HUDSON BAY INTERNATIONAL ASSOCIATES1 year Service code 28 · EIN 46-4249963 | Investment Management | $0 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $341,093,897-100.0% | $428,620-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 0.0%0pp |
| Annual return | 12.51% | 34.64%-22.1pp | 20.73%-8.2pp | 21.83%-9.3pp |
| Employer contribution / active EE | $0 | $7,654-100.0% | $36,500-100.0% | $12,237-100.0% |
| Participant deferral / active EE | $0 | $693-100.0% | $77-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $7,495-100.0% | $1,551,325-100.0% |