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 |
|---|---|---|
AON CONSULTING4+ years Service code 11 · EIN 22-2232264 100 NORTH MAIN STREET · WINSTON-SALEM, NC 27101 | Actuarial | $32,120 |
THE BANK OF NEW YORK MELLON4+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 135 S. LA SALLE STREET · CHICAGO, IL 60603 | Bank Trustee | $27,785 |
LBMC, PC4+ years Service code 10 · EIN 63-1199757 2095 LAKESIDE CENTRE WAY · KNOXVILLE, TN 37922 | Accounting | $10,300 |
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.
Employer contribution per participant 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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $287,075-100.0% | $343,293-100.0% | $287,075-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 55.8%-55.8pp |
| Annual return | 8.27% | 19.81%-11.5pp | 16.84%-8.6pp | 24.42%-16.2pp |
| Employer contribution / active EE | $0 | $35,850-100.0% | $26,505-100.0% | $41,338-100.0% |
| Participant deferral / active EE | $0 | $0 | $8-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $22,079-100.0% | - | $22,079-100.0% |