Filed July 19, 2023 (most recent of 3 filings on file)
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 MELLON5+ years Filed as: BANK OF AMERICA Service code 19 · EIN 94-1687665 101 S TYON STREET · CHARLOTTE, NC 28280 | Securities Custodian | $18,671 |
See 1 actuary disclosure. $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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $0 | $341,093,897-100.0% | - | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 21.71% | 21.83%-0.1pp | 9.69%+12.0pp | 21.83%-0.1pp |
| Employer contribution / active EE | $0 | $12,237-100.0% | $42,379-100.0% | $12,237-100.0% |
| Participant deferral / active EE | $0 | $987-100.0% | $0 | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | - | $1,551,325-100.0% |