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 MELLON1+ years Filed as: BANK OF AMERICA Service code 15 · EIN 94-1687665 | Recordkeeping | $17,679 |
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 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 | $36,681-100.0% | $80,492-100.0% | $36,681-100.0% |
| Participation rate | 0.0% | 84.3%-84.3pp | 100.0%-100.0pp | 84.3%-84.3pp |
| Annual return | -0.36% | -1.48%+1.1pp | -0.53%+0.2pp | -1.48%+1.1pp |
| Employer contribution / active EE | $7,813 | $17,496-55.3% | $5,256+48.6% | $17,496-55.3% |
| Participant deferral / active EE | $0 | $680-100.0% | $6,898-100.0% | $680-100.0% |
| Admin fee / account holder | $0 | $928-100.0% | $11,969-100.0% | $928-100.0% |