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 MELLON2 years Filed as: BANK OF AMERICA Service code 27 · EIN 13-5674085 | Advisory (Plan) | $33,243 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $28,297 |
Service code 15 · EIN 31-1299207 | Recordkeeping | $3,541 |
Filed as: TRANSAMERICA TRUST COMPANY Service code 21 · EIN 42-0947998 | Bank Trustee | $400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $174,792 | $86,944+101.0% | $107,525+62.6% | $74,304+135.2% |
| Participation rate | 65.8% | 59.6%+6.2pp | 75.1%-9.3pp | 60.3%+5.4pp |
| Annual return | 16.08% | 23.52%-7.4pp | 181.32%-165.2pp | 29.43%-13.4pp |
| Employer contribution / active EE | $1,539 | $2,757-44.2% | $3,754-59.0% | $2,241-31.3% |
| Participant deferral / active EE | $6,070 | $3,554+70.8% | $5,116+18.7% | $3,767+61.1% |
| Admin fee / account holder | $420 | $3,727-88.7% | $8,919-95.3% | $2,969-85.9% |