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 8-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 |
|---|---|---|
Service code 11 · EIN 23-1159360 | Actuarial | $731,872 |
THE BANK OF NEW YORK MELLON4+ years Filed as: BANK OF AMERICA Service code 28 · EIN 94-1687665 | Investment Management | $453,507 |
WITHUMSMITH+BROWN, PC2 years Filed as: PARKER, HUDSON, RAINER & DOBBS Service code 29 · EIN 58-1423485 | Legal | $89,620 |
Filed as: MCCONNELL & JONES LLP Service code 10 · EIN 76-0488832 | Accounting | $28,753 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $0 | $1,557,172-100.0% | $346,182-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 52.1%-52.1pp | 1.2%-1.2pp |
| Annual return | 2.95% | 17.70%-14.8pp | 13.48%-10.5pp | 53.27%-50.3pp |
| Employer contribution / active EE | $22,949 | $40,511-43.4% | $47,067-51.2% | $14,774+55.3% |
| Participant deferral / active EE | $2,483 | $17,273-85.6% | $200+1140.8% | $1,259+97.3% |
| Admin fee / account holder | $0 | $8,714-100.0% | $14,572-100.0% | $13,289-100.0% |