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 4-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 |
|---|---|---|
SEI INVESTMENTS2+ years Filed as: SEI PRIVATE TRUST COMPANY Service code 19 · EIN 04-2452803 | Securities Custodian | $833,004 |
Filed as: JP MORGAN INVESTMENT MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $220,531 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON DELAWARE, INC. Service code 11 · EIN 53-0181291 | Actuarial | $114,771 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BNY MELLON Service code 15 · EIN 13-5160382 | Recordkeeping | $89,233 |
XEROX CORPORATION2+ years Filed as: XEROX HR SOLUTIONS Service code 15 · EIN 20-2185976 | Recordkeeping | $17,167 |
MEADEN & MOORE, LTD.2+ years Service code 10 · EIN 34-1818258 | Accounting | $11,000 |
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 | $35,636-100.0% | $295,226-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 14.7%-14.7pp | 1.8%-1.8pp |
| Annual return | 7.66% | 7.18%+0.5pp | 4.64%+3.0pp | 7.18%+0.5pp |
| Employer contribution / active EE | $8,821 | $13,095-32.6% | $35,349-75.0% | $13,095-32.6% |
| Participant deferral / active EE | $0 | $385-100.0% | $461-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $343,074-100.0% | $362-100.0% |