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 |
|---|---|---|
Filed as: BANK OF AMERICA/MERRILL LYNCH Service code 28 · EIN 13-3180817 100 WEST 33RD STREET · NEW YORK, NY 100012900 | Investment Management | $185,864 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF AMERICA/MLTC Service code 21 · EIN 94-1687665 1300 MERRILL LYNCH DRIVE - MSC 0303 · PENNINGTON, NJ 085344124 | Bank Trustee | $17,251 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $31,920-100.0% | $96,302-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 8.8%-8.8pp | 15.7%-15.7pp |
| Annual return | -0.20% | -2.03%+1.8pp | -2.90%+2.7pp | -7.14%+6.9pp |
| Employer contribution / active EE | $7,861 | $10,249-23.3% | $27,990-71.9% | $14,613-46.2% |
| Participant deferral / active EE | $0 | $47-100.0% | $137-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $160-100.0% | $519-100.0% | $1,191-100.0% |