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 OKLAHOMA Service code 15 ONE WILLIAMS CENTER · TULSA, OK 74172 | Recordkeeping | $60,673 |
TWO WEST CAPITAL ADVISORS2+ years Filed as: TWO WEST ADVISORS Service code 27 · EIN 27-3055170 4551 WEST 107TH ST · OVERLAND PARK, KS 66207 | Advisory (Plan) | $54,675 |
Service code 15 8700 INDIAN CREEK PARKWAY · OVERLAND PARK, KS 66210 | Recordkeeping | $26,861 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $55,738 | $63,905-12.8% | $74,183-24.9% | $57,658-3.3% |
| Participation rate | 92.2% | 79.8%+12.4pp | 76.6%+15.6pp | 70.2%+22.0pp |
| Annual return | 6.78% | 60.60%-53.8pp | 17.74%-11.0pp | 5.13%+1.7pp |
| Employer contribution / active EE | $782 | $1,840-57.5% | $2,370-67.0% | $1,974-60.4% |
| Participant deferral / active EE | $4,528 | $3,448+31.3% | $3,550+27.6% | $3,061+47.9% |
| Admin fee / account holder | $193 | $91+112.4% | $5,586-96.5% | $95+104.7% |