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: BANK OF NY MELLON Service code 28 · EIN 25-6078093 | Investment Management | $206,949 |
V. ABBATIELLO3+ years Service code 30 · EIN 51-6135291 | Employee (plan); Direct payment from ... | $144,722 |
LAYNE MCCARTHY2 years Filed as: I. LAYNE Service code 30 · EIN 51-6135291 | Direct payment from the plan; Employe... | $107,712 |
DOAR RIECK KALEY & MACK3+ years Service code 29 · EIN 13-4120430 | Legal | $98,502 |
SCHULTHEIS & PANETTIERI, LLP3+ years Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $95,900 |
HIGHLAND CONSULTING ASSOCIATES3+ years Filed as: HIGHLAND CAPITAL MANAGEMENT Service code 28 · EIN 27-5440911 | Investment Management | $91,289 |
E. BANKER3+ years Service code 30 · EIN 51-6135291 | Direct payment from the plan; Employe... | $82,787 |
R. SANTORO NAVARRO3+ years Service code 30 · EIN 51-6135291 | Direct payment from the plan; Employe... | $79,852 |
D. SANTOS3+ years Filed as: E. SANTOS Service code 30 · EIN 51-6135291 | Direct payment from the plan; Employe... | $78,089 |
THE SEGAL COMPANY2 years Filed as: THE SEGAL COMPANY (EASTERN STATES) Service code 11 · EIN 13-1835864 | Actuarial | $76,733 |
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 | $411,917-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 11.96% | 12.92%-1.0pp | 10.36%+1.6pp | 17.84%-5.9pp |
| Employer contribution / active EE | $9,571 | $14,070-32.0% | $37,738-74.6% | $14,688-34.8% |
| Participant deferral / active EE | $0 | $21-100.0% | $137-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $15,661-100.0% | - |