Filed March 10, 2015 (most recent of 2 filings on file)
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 ANN ARBOR Service code 61 · EIN 38-3252110 | Finders' fees / placement fees | $0 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$9,132 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $93,061 | $74,089+25.6% | $133,980-30.5% | $55,167+68.7% |
| Participation rate | 93.1% | 84.3%+8.8pp | 87.1%+6.0pp | 69.0%+24.1pp |
| Annual return | 6.06% | 12.11%-6.1pp | 29.30%-23.2pp | 169.23%-163.2pp |
| Employer contribution / active EE | $3,590 | $3,064+17.2% | $5,211-31.1% | $1,963+82.9% |
| Participant deferral / active EE | $8,301 | $4,678+77.5% | $6,282+32.1% | $3,054+171.8% |
| Admin fee / account holder | -$36 | $458-107.9% | $9,324-100.4% | $504-107.2% |