Filed July 28, 2005
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 MELLON3 years Filed as: BANK OF AMERICA Service code 27 · EIN 13-5674085 | Advisory (Plan) | $104,713 |
TRANSAMERICA RETIREMENT SOLUTIONS11+ years Service code 15 · EIN 13-3689044 | Recordkeeping | $85,321 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,447 | $65,241+57.0% | $126,539-19.0% | $85,563+19.7% |
| Participation rate | 60.6% | 48.6%+12.0pp | 69.8%-9.2pp | 66.0%-5.3pp |
| Annual return | 15.65% | 42.19%-26.5pp | 425.95%-410.3pp | 31.51%-15.9pp |
| Employer contribution / active EE | $1,311 | $1,937-32.3% | $3,674-64.3% | $2,654-50.6% |
| Participant deferral / active EE | $5,370 | $3,032+77.1% | $4,083+31.5% | $4,375+22.7% |
| Admin fee / account holder | $166 | $1,031-83.9% | $6,065-97.3% | $834-80.1% |