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 MELLON7 years Filed as: BANK OF AMERICA Service code 49 · EIN 94-1687665 | Other Services | $661,859 |
NOA1 year Service code 10 · EIN 34-1337680 | Accounting | $181,475 |
CUNI, RUST & STRENK2 years Service code 11 · EIN 31-1227755 | Actuarial | $63,125 |
ASHER KELLY6 years Service code 29 · EIN 84-3379113 | Legal | $15,436 |
HUNTINGTON NATIONAL BANK6 years Filed as: HUNTINGON INSURANCE Service code 28 37 W. BROAD ST. · COLUMBUS, OH 43215 | Investment Management | $15,316 |
Service code 10 · EIN 31-0800053 | Accounting | $13,500 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $181,048-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.4%-22.4pp | 0.0%0pp |
| Annual return | 6.98% | 9.24%-2.3pp | 9.65%-2.7pp | 10.71%-3.7pp |
| Employer contribution / active EE | $21,055 | $14,215+48.1% | $26,259-19.8% | $14,986+40.5% |
| Participant deferral / active EE | $0 | $1,686-100.0% | $145-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |