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 |
|---|---|---|
THE BANK OF NEW YORK MELLON6+ years Filed as: BANK OF AMERICA Service code 28 · EIN 94-1687665 | Investment Management | $112,362 |
Filed as: BANK OF AMERICA MERRILL LYNCH Service code 52 | Indirect Investment Fees | $94,085 |
MISCELLANEOUS2 years Service code 28 BANK OF AMERICA MERRILL LYNCH · NEW HAVEN, CT 06510 | Investment Management | $40 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,913 | $105,181+89.1% | $159,436+24.8% | $85,850+131.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 15.70% | 45.07%-29.4pp | 263.57%-247.9pp | 318.53%-302.8pp |
| Employer contribution / active EE | $3,041 | $3,318-8.4% | $4,829-37.0% | $2,565+18.6% |
| Participant deferral / active EE | $0 | $5,945-100.0% | $7,352-100.0% | $3,952-100.0% |
| Admin fee / account holder | $809 | $6,933-88.3% | $10,799-92.5% | $6,260-87.1% |