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 |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER Service code 28 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Investment Management | $400,239 |
BENESYS, INC.3+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 11590 N MERIDIAN ST STE 610 · CARMEL, IN 46032 | Actuarial | $42,980 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF AMERICA Service code 19 · EIN 94-1687665 101 S TRYON ST · CHARLOTTE, NC 28280 | Securities Custodian | $42,700 |
PARAMOUNT CONSULTING3+ years Service code 14 5235 ASHFORD ROAD · DUBLIN, OH 43017 | Plan Administrator | $24,000 |
PILE CPAS3+ years Service code 10 · EIN 35-0865680 ONE INDIANA SQUARE SUITE 1200 · INDIANAPOLIS, IN 46204 | Accounting | $19,645 |
ALATEK3+ years Filed as: ALATEK DEVELOPMENT Service code 99 · EIN 62-1782185 10919 S CONESTOGA DR · SPANISH FORK, UT 84660 | Other Fees | $13,425 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $18,026,966-100.0% | $145,218-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.5%-20.5pp | 1.8%-1.8pp |
| Annual return | 7.86% | -1.84%+9.7pp | -0.67%+8.5pp | 0.19%+7.7pp |
| Employer contribution / active EE | $4,502 | $15,717-71.4% | $31,731-85.8% | $13,763-67.3% |
| Participant deferral / active EE | $0 | $700-100.0% | $473-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $28,383-100.0% | $426-100.0% |