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 | $144,858 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF AMERICA/MLTC Service code 21 · EIN 94-1687665 1300 MERRILL LYNCH DRIVE - MSC 0303 · PENNINGTON, NJ 085344124 | Bank Trustee | $17,639 |
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 | $23,094-100.0% | $169,917-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 10.7%-10.7pp | 10.3%-10.3pp | 12.6%-12.6pp |
| Annual return | 4.17% | 4.80%-0.6pp | 7.98%-3.8pp | 4.56%-0.4pp |
| Employer contribution / active EE | $12,236 | $12,906-5.2% | $23,724-48.4% | $15,526-21.2% |
| Participant deferral / active EE | $0 | $25-100.0% | $53-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $95-100.0% | $636-100.0% | $1,711-100.0% |