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 9-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 SEGAL COMPANY5 years Filed as: SEGAL Service code 11 30 WATERSIDE DRIVE, SUITE 300 · FARMINGTON, CT 060323069 | Actuarial | $92,046 |
THE BANK OF NEW YORK MELLON3 years Filed as: BANK OF AMERICA Service code 28 · EIN 94-1687665 185 ASYLUM STREET · HARTFORD, CT 06103 | Investment Management | $29,481 |
Service code 29 · EIN 06-0691344 50 LEAVENWORTH STREET · WATERBURY, CT 06702 | Legal | $19,856 |
WHITTLESEY PC3 years Service code 10 · EIN 06-0903326 280 TRUMBULL STREET, 24TH FLOOR · HARTFORD, CT 06103 | Accounting | $17,000 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS, LL Service code 17 · EIN 43-1451524 200 GALLERIA PKWY SE, SUITE 1950 · ATLANTA, GA 30339 | Pension Consulting | $8,000 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $195,758-100.0% | $182,032-100.0% | $287,075-100.0% |
| Participation rate | 0.0% | 25.1%-25.1pp | 13.4%-13.4pp | 55.8%-55.8pp |
| Annual return | 7.69% | 3.72%+4.0pp | 7.70%0pp | 24.42%-16.7pp |
| Employer contribution / active EE | $184,946 | $38,217+383.9% | $28,478+549.4% | $41,338+347.4% |
| Participant deferral / active EE | $0 | $2-100.0% | $49-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $61,373-100.0% | $51,246-100.0% | $22,079-100.0% |