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 MELLON4+ years Filed as: BANK OF AMERICA Service code 15 · EIN 94-1687665 | Recordkeeping | $59,010 |
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 | $78,606 | $78,852-0.3% | $76,768+2.4% | $75,289+4.4% |
| Participation rate | 96.0% | 85.0%+11.0pp | 77.0%+19.0pp | 72.4%+23.6pp |
| Annual return | -7.44% | -1.29%-6.2pp | 2.43%-9.9pp | -0.04%-7.4pp |
| Employer contribution / active EE | $2,000 | $2,794-28.4% | $2,485-19.5% | $2,405-16.8% |
| Participant deferral / active EE | $5,120 | $4,800+6.7% | $3,852+32.9% | $3,739+36.9% |
| Admin fee / account holder | $10 | $79-86.7% | $6,675-99.8% | $102-89.8% |