Filed May 28, 2015
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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $85,730 |
THE BANK OF NEW YORK MELLON2 years Filed as: BANK OF AMERICA NA Service code 27 · EIN 13-5674085 | Advisory (Plan) | $26,432 |
HUNNEX AND SHOEMAKER, INC.3 years Service code 15 · EIN 91-1072394 | Recordkeeping | $2,926 |
HUNNEX AND SHOEMAKER, INC.2 years Filed as: HUNNEX & SHOEMAKER, INC. Service code 15 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,572 | $77,660+50.1% | $109,143+6.8% | $79,386+46.8% |
| Participation rate | 95.7% | 67.8%+27.9pp | 75.9%+19.8pp | 70.7%+25.0pp |
| Annual return | 15.83% | 23.44%-7.6pp | 25.75%-9.9pp | 116.85%-101.0pp |
| Employer contribution / active EE | $3,809 | $2,797+36.1% | $3,722+2.3% | $2,427+56.9% |
| Participant deferral / active EE | $10,777 | $3,518+206.4% | $4,653+131.6% | $4,046+166.4% |
| Admin fee / account holder | $348 | $732-52.5% | $6,752-94.8% | $626-44.4% |