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 Filed as: BANK OF MISSOURI INVESTMENTS Service code 27 3610 BUTTONWOOD DRIVE · COLUMBIA, MO 65201 | Advisory (Plan) | $9,627 |
NEWPORT GROUP, INC.3+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $6,043 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $23,217 | $84,233-72.4% | $170,442-86.4% | $70,131-66.9% |
| Participation rate | 57.0% | 70.8%-13.9pp | 83.6%-26.6pp | 69.5%-12.6pp |
| Annual return | 14.43% | 23.06%-8.6pp | 205.93%-191.5pp | 73.14%-58.7pp |
| Employer contribution / active EE | $409 | $3,387-87.9% | $5,433-92.5% | $2,342-82.6% |
| Participant deferral / active EE | $1,050 | $3,086-66.0% | $4,939-78.7% | $3,332-68.5% |
| Admin fee / account holder | $285 | $5,698-95.0% | $13,880-97.9% | $4,645-93.9% |