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 MELLON1+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $76,620 |
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 | $127,193 | $46,745+172.1% | $60,547+110.1% | $52,331+143.1% |
| Participation rate | 99.1% | 58.6%+40.5pp | 68.0%+31.1pp | 68.1%+31.0pp |
| Annual return | -0.32% | 0.61%-0.9pp | 335.64%-336.0pp | 4.54%-4.9pp |
| Employer contribution / active EE | $4,074 | $1,259+223.6% | $2,419+68.4% | $1,882+116.5% |
| Participant deferral / active EE | $0 | $2,145-100.0% | $3,328-100.0% | $3,022-100.0% |
| Admin fee / account holder | $580 | $537+8.1% | $4,536-87.2% | $592-1.9% |