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 |
|---|---|---|
MERCER3 years Filed as: MERCER (US) LLC Service code 11 · EIN 13-2834414 | Actuarial | $240,694 |
THE BANK OF NEW YORK MELLON10+ years Service code 18 · EIN 13-5160382 | Trustee (bank, trust company, or simi... | $46,824 |
THOMPSON HINE7 years Service code 29 · EIN 34-0575300 | Legal | $5,429 |
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.
Annual investment return 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 | $49,655-100.0% | $138,807-100.0% | $49,655-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.0%-10.0pp | 17.1%-17.1pp |
| Annual return | 3.35% | 7.73%-4.4pp | 8.39%-5.0pp | 9.82%-6.5pp |
| Employer contribution / active EE | $66,306 | $10,210+549.4% | $20,497+223.5% | $13,587+388.0% |
| Participant deferral / active EE | $0 | $0 | $16-100.0% | $81-100.0% |
| Admin fee / account holder | $0 | $2,893-100.0% | - | $2,893-100.0% |