Filed November 23, 2022 (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 MELLON1+ years Service code 28 · EIN 13-5160382 | Investment Management | $146,844 |
MERCER1+ years Filed as: MERCER HUMAN RESOURCE CONSULTING Service code 11 · EIN 13-2934414 | Actuarial | $47,028 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO BANK, N. A. Service code 11 · EIN 41-6257133 | Actuarial | $10,905 |
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 | $49,677-100.0% | $202,986-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 26.9%-26.9pp | 3.6%-3.6pp |
| Annual return | 9.67% | 11.88%-2.2pp | 2.04%+7.6pp | 11.88%-2.2pp |
| Employer contribution / active EE | $6,640 | $14,612-54.6% | $57,418-88.4% | $14,612-54.6% |
| Participant deferral / active EE | $0 | $518-100.0% | $123-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $255,353-100.0% | $637-100.0% |