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 |
|---|---|---|
P-SOLVE1+ years Filed as: P-SOLVE LLC Service code 11 200 WEST STREET · WALTHAM, MA 02451 | Actuarial | $125,111 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF AMERICA, INC. Service code 18 · EIN 94-1687665 | Custodial (other than securities) | $115,071 |
THE ANGELL PENSION GROUP, INC.1+ years Service code 14 · EIN 04-2530412 | Plan Administrator | $66,693 |
KAHN, LITWIN, RENZA & CO., LTD1+ years Filed as: KAHN, LITWIN, RENZA & CO., LTD. Service code 10 · EIN 05-0409384 | Accounting | $26,275 |
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 | $82,591-100.0% | $522,682-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 5.6%-5.6pp | 12.6%-12.6pp | 0.8%-0.8pp |
| Annual return | -2.68% | -0.43%-2.3pp | -3.43%+0.7pp | -0.60%-2.1pp |
| Employer contribution / active EE | $21,661 | $10,132+113.8% | $25,607-15.4% | $12,272+76.5% |
| Participant deferral / active EE | $0 | $566-100.0% | $77-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $13,511-100.0% | $717-100.0% |