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 6-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 26 · EIN 94-1687665 231 S. LASALLE STREET · CHICAGO, IL 60604 | Advisory (Participants) | $33,090 |
AON CONSULTING1+ years Service code 11 · EIN 22-2232264 100 NORTH MAIN STREET · WINSTON SALEM, NC 27101 | Actuarial | $26,000 |
LBMC, PC1+ years Service code 10 · EIN 62-1199757 2095 LAKESIDE CENTRE WAY · KNOXVILLE, TN 37922 | Accounting | $9,000 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $78,313-100.0% | $78,313-100.0% | $254,510-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 13.0%-13.0pp | 43.0%-43.0pp |
| Annual return | -1.76% | 5.50%-7.3pp | 6.61%-8.4pp | 259.13%-260.9pp |
| Employer contribution / active EE | $62,730 | $30,041+108.8% | $24,284+158.3% | $41,469+51.3% |
| Participant deferral / active EE | $0 | $490-100.0% | $408-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $19,478-100.0% | $19,478-100.0% | $21,546-100.0% |