See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 86-0785790 | Contract Administrator | $118,349 |
Filed as: MERRILL LYNCH Service code 28 · EIN 13-5674085 | Investment Management | $53,170 |
MILLER KAPLAN ARASE LLP7+ years Service code 10 · EIN 95-2036255 | Accounting | $43,500 |
THE SEGAL COMPANY7+ years Service code 11 · EIN 94-1503999 | Actuarial | $42,940 |
WEINBERG, ROGER & ROSENFELD5 years Filed as: WEINBERG, ROGER, AND ROSENFELD Service code 29 · EIN 94-2458080 | Legal | $39,711 |
THE BANK OF NEW YORK MELLON7+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $16,680 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $75,030-100.0% | $75,030-100.0% | $350,408-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 5.9%-5.9pp | 44.4%-44.4pp |
| Annual return | -5.67% | -10.20%+4.5pp | -2.63%-3.0pp | -14.65%+9.0pp |
| Employer contribution / active EE | $0 | $48,508-100.0% | $29,884-100.0% | $46,320-100.0% |
| Participant deferral / active EE | $0 | $0 | $8-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $838-100.0% | $838-100.0% | $14,631-100.0% |