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 MELLON3 years Filed as: BNY MELLON ASSET MANAGEMENT Service code 28 · EIN 25-6078093 | Investment Management | $163,957 |
Service code 28 · EIN 95-3703295 | Investment Management | $163,846 |
US BANK3 years Filed as: US BANCORP Service code 19 · EIN 39-1939072 | Securities Custodian | $150,642 |
Service code 28 · EIN 34-1922005 | Investment Management | $99,089 |
COMMERCE BANK5+ years Filed as: COMMERCE TRUST COMPANY Service code 28 · EIN 48-0962626 | Investment Management | $95,816 |
Filed as: CENTERSQUARE INVESTMENT MGMT, LLC Service code 28 · EIN 82-2740442 | Investment Management | $88,648 |
MILLIMAN, INC.5+ years Filed as: MILLIMAN CONSULTANTS AND ACTUARIES Service code 11 · EIN 91-0675641 | Actuarial | $85,807 |
Filed as: INVESTMENT CONSULTANT SERVICES Service code 27 · EIN 32-0016703 | Advisory (Plan) | $69,500 |
KIEFER BONFANTI & CO. LLP5+ years Service code 10 · EIN 43-1061959 | Accounting | $27,500 |
HAMMOND AND SHINNERS, P.C.5+ years Filed as: HAMMOND, SHINNERS, ET AL Service code 29 · EIN 43-1429257 | Legal | $19,143 |
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 | $0 | $353,945-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 20.8%-20.8pp | 0.0%0pp |
| Annual return | 7.40% | 10.88%-3.5pp | 10.57%-3.2pp | 12.86%-5.5pp |
| Employer contribution / active EE | $18,912 | $18,143+4.2% | $29,483-35.9% | $13,687+38.2% |
| Participant deferral / active EE | $0 | $4-100.0% | $150-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $2,009-100.0% | - |