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 MELLON4+ years Filed as: BANK OF AMERICA Service code 28 · EIN 94-1687665 | Investment Management | $87,494 |
Filed as: BANK OF AMERICA MERRILL LYNCH Service code 52 | Indirect Investment Fees | $68,071 |
FULLER & THALER ASSET MANAGEMENT4+ years Filed as: FULLER & THALER SMALL CAP VALUE Service code 28 BANK OF AMERICA MERRILL LYNCH · NEW HAVEN, CT 06510 | Investment Management | $1,771 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $156,607 | $89,652+74.7% | $141,162+10.9% | $65,185+140.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.5%+17.5pp | 70.2%+29.8pp |
| Annual return | 20.94% | 32.79%-11.9pp | 71.39%-50.4pp | 29.38%-8.4pp |
| Employer contribution / active EE | $4,043 | $3,065+31.9% | $4,735-14.6% | $2,177+85.7% |
| Participant deferral / active EE | $0 | $5,691-100.0% | $6,709-100.0% | $3,514-100.0% |
| Admin fee / account holder | $620 | $569+9.0% | $10,261-94.0% | $847-26.8% |