Filed June 20, 2018 (most recent of 3 filings on file)
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 28 · EIN 13-5160382 | Investment Management | $171,707 |
Service code 11 · EIN 45-4124285 | Actuarial | $84,317 |
WELLS FARGO BANK, N.A.2+ years Service code 21 · EIN 94-1347393 | Bank Trustee | $72,543 |
BENEFITFOCUS.COM, INC.2+ years Service code 15 · EIN 57-1099948 | Recordkeeping | $6,822 |
MERCER1 year Service code 11 · EIN 13-2934414 | Actuarial | $5,829 |
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 | $1,723,788-100.0% | $105,260-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 1.9%-1.9pp | 21.7%-21.7pp | 1.9%-1.9pp |
| Annual return | 11.36% | 23.90%-12.5pp | 9.21%+2.1pp | 23.90%-12.5pp |
| Employer contribution / active EE | $12,158 | $16,539-26.5% | $35,088-65.3% | $16,539-26.5% |
| Participant deferral / active EE | $0 | $350-100.0% | $163-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $4,019-100.0% | $18,975-100.0% |