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 MELLON3+ years Filed as: BANK OF AMERICA, N.A. Service code 28 100 FEDERAL STREET · BOSTON, MA 02110 | Investment Management | $56,005 |
BENEFIT TRUST COMPANY2 years Service code 21 · EIN 43-1971558 | Bank Trustee | $12,160 |
Service code 99 · EIN 26-2219855 | Other Fees | $6,573 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 99 · EIN 71-0294708 | Other Fees | $0 |
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 | $71,459 | $62,267+14.8% | $110,238-35.2% | $55,725+28.2% |
| Participation rate | 89.3% | 78.1%+11.2pp | 79.8%+9.5pp | 70.9%+18.4pp |
| Annual return | 4.84% | -1.07%+5.9pp | 314.74%-309.9pp | 244.93%-240.1pp |
| Employer contribution / active EE | $3,486 | $1,941+79.5% | $3,826-8.9% | $2,078+67.7% |
| Participant deferral / active EE | $5,636 | $3,516+60.3% | $4,672+20.6% | $3,356+68.0% |
| Admin fee / account holder | $285 | $121+135.8% | $8,547-96.7% | $115+147.5% |