Filed September 30, 2022
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 |
|---|---|---|
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF AMERICA, N.A. Service code 20 · EIN 94-1687665 100 FEDERAL STREET · BOSTON, MA 02110 | Trustee (individual) | $37,520 |
RYAN & COCIA, PC1+ years Filed as: RYAN & COSCIA, P.C. Service code 10 · EIN 04-2894876 | Accounting | $18,000 |
Filed as: FIDELITY INVESTMENTS Service code 19 · EIN 04-3516908 200 SEAPORT BLVD WTC-22R · BOSTON, MA 02210 | Securities Custodian | $5,786 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $69,376 | $63,924+8.5% | $108,579-36.1% | $55,167+25.8% |
| Participation rate | 94.2% | 74.3%+19.9pp | 79.6%+14.7pp | 69.0%+25.2pp |
| Annual return | 3.21% | 15.31%-12.1pp | -51.70%+54.9pp | 169.23%-166.0pp |
| Employer contribution / active EE | $3,100 | $1,879+65.0% | $3,758-17.5% | $1,963+58.0% |
| Participant deferral / active EE | $4,896 | $3,067+59.7% | $4,311+13.6% | $3,054+60.3% |
| Admin fee / account holder | $147 | $618-76.2% | $7,645-98.1% | $504-70.8% |