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 |
|---|---|---|
DIAM INC.4+ years Service code 28 · EIN 13-3773155 | Investment Management | $89,526 |
MILLIMAN, INC.4+ years Service code 11 · EIN 91-0675641 | Actuarial | $83,412 |
THE BANK OF NEW YORK MELLON4+ years Service code 18 · EIN 13-5160382 | Custodial (other than securities); Cu... | $25,252 |
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.
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 | $13,319-100.0% | $94,563-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 33.3%-33.3pp | 17.9%-17.9pp | 13.0%-13.0pp |
| Annual return | 5.77% | 13.52%-7.8pp | 16.32%-10.5pp | 13.59%-7.8pp |
| Employer contribution / active EE | $6,579 | $21,708-69.7% | $31,806-79.3% | $14,592-54.9% |
| Participant deferral / active EE | $0 | $0 | $211-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $29,657-100.0% | $0 | $29,657-100.0% |