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 |
|---|---|---|
THE BANK OF NEW YORK MELLON9+ years Filed as: MELLON CAPITAL MANAGEMENT Service code 21 · EIN 25-6078093 | Bank Trustee | $100,320 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $125,690-100.0% | $182,032-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 3.2%-3.2pp | 13.4%-13.4pp | 12.4%-12.4pp |
| Annual return | 13.03% | 8.82%+4.2pp | 7.70%+5.3pp | 9.89%+3.1pp |
| Employer contribution / active EE | $7,536 | $12,837-41.3% | $28,478-73.5% | $14,313-47.3% |
| Participant deferral / active EE | $0 | $58-100.0% | $49-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $265-100.0% | $51,246-100.0% | $9,084-100.0% |