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 CONSULTING5+ years Service code 11 · EIN 22-2232264 100 NORTH MAIN STREET · WINSTON-SALEM, NC 27101 | Actuarial | $34,350 |
THE BANK OF NEW YORK MELLON5+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 135 S. LA SALLE STREET · CHICAGO, IL 60603 | Bank Trustee | $27,366 |
LBMC, PC5+ years Service code 10 · EIN 63-1199757 2095 LAKESIDE CENTRE WAY · KNOXVILLE, TN 37922 | Accounting | $11,300 |
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.
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 | $6,886-100.0% | $6,886-100.0% | $338,187-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 11.1%-11.1pp | 44.0%-44.0pp |
| Annual return | 4.82% | 7.88%-3.1pp | 7.14%-2.3pp | 13.05%-8.2pp |
| Employer contribution / active EE | $0 | $27,127-100.0% | $20,022-100.0% | $37,639-100.0% |
| Participant deferral / active EE | $0 | $32-100.0% | $31-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $5-100.0% | $5-100.0% | $30,864-100.0% |