See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE FENNER&SMITH Service code 28 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Investment Management | $25,143 |
HEWITT ASSOCIATES LLC1+ years Filed as: HEWITT ASSOCIATES, LLC Service code 11 · EIN 36-2235791 PO BOX 95135 · CHICAGO, IL 60694 | Actuarial | $24,724 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 101 S TRYON ST · CHARLOTTE, NC 28280 | Bank Trustee | $5,255 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $31,920-100.0% | $96,302-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 8.8%-8.8pp | 15.7%-15.7pp |
| Annual return | 1.93% | -2.03%+4.0pp | -2.90%+4.8pp | -7.14%+9.1pp |
| Employer contribution / active EE | $4,434 | $10,249-56.7% | $27,990-84.2% | $14,613-69.7% |
| Participant deferral / active EE | $0 | $47-100.0% | $137-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $160-100.0% | $519-100.0% | $1,191-100.0% |