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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY MANAGEMENT TRUST CO Service code 15 · EIN 04-3275867 | Recordkeeping | $811,061 |
THE BANK OF NEW YORK MELLON10+ years Service code 17 · EIN 13-5160382 | Pension Consulting | $91,182 |
MERCER10+ years Filed as: MERCER HUMAN RESOURCES CONSULTING Service code 11 · EIN 13-2834414 | Actuarial | $84,708 |
MOSS ADAMS LLP5 years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $23,625 |
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 | $36,224-100.0% | $280,286-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 8.3%-8.3pp | 2.1%-2.1pp |
| Annual return | 5.08% | 9.16%-4.1pp | 9.71%-4.6pp | 9.16%-4.1pp |
| Employer contribution / active EE | $0 | $19,955-100.0% | $21,536-100.0% | $19,955-100.0% |
| Participant deferral / active EE | $0 | $1,073-100.0% | $42-100.0% | $1,073-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | - | $200-100.0% |