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 MELLON2+ years Filed as: BANK OF AMERICA Service code 15 · EIN 94-1687665 | Recordkeeping | $52,270 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,647 | $88,581-18.0% | $74,183-2.1% | $65,292+11.3% |
| Participation rate | 75.2% | 86.2%-10.9pp | 76.6%-1.4pp | 72.4%+2.8pp |
| Annual return | -5.97% | 11.72%-17.7pp | 17.74%-23.7pp | 11.84%-17.8pp |
| Employer contribution / active EE | $1,375 | $3,021-54.5% | $2,370-42.0% | $2,302-40.2% |
| Participant deferral / active EE | $3,419 | $4,898-30.2% | $3,550-3.7% | $3,579-4.5% |
| Admin fee / account holder | $9 | $60-85.3% | $5,586-99.8% | $57-84.7% |