Filed March 18, 1993
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 MELLON1+ years Filed as: BANK OF AMERICA Service code 15 · EIN 94-1687665 | Recordkeeping | $81,130 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,500 | $82,422-20.5% | $67,652-3.2% | $67,505-3.0% |
| Participation rate | 92.3% | 84.2%+8.2pp | 75.7%+16.7pp | 71.2%+21.1pp |
| Annual return | 0.13% | 12.72%-12.6pp | 6625.04%-6624.9pp | 6.52%-6.4pp |
| Employer contribution / active EE | $1,614 | $2,879-43.9% | $2,266-28.8% | $2,173-25.7% |
| Participant deferral / active EE | $4,002 | $5,020-20.3% | $3,560+12.4% | $3,597+11.3% |
| Admin fee / account holder | $11 | $53-78.7% | $4,821-99.8% | $56-79.8% |