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: M&T BANK INSTITUTIONAL SVCS UNIT Service code 52 · EIN 16-0538020 1 MT PLAZA · BUFFALO, NY 14203 | Indirect Investment Fees | $174,707 |
Filed as: MERRILL LYNCH PIERCE, FENNER AND S Service code 51 · EIN 13-5674085 4 WORLD FINANCIAL CENTER 250 VESSEY · NEW YORK, NY 10281 | Investment Mgmt Fees | $66,698 |
HERITAGE INVESTORS9+ years Service code 27 · EIN 52-1009685 | Advisory (Plan) | $12,895 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $214,963 | $91,372+135.3% | $129,995+65.4% | $74,419+188.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 78.5%+21.5pp | 70.7%+29.3pp |
| Annual return | 15.88% | 23.21%-7.3pp | -137.18%+153.1pp | 34.38%-18.5pp |
| Employer contribution / active EE | $19,578 | $2,563+663.8% | $4,320+353.2% | $2,637+642.3% |
| Participant deferral / active EE | $0 | $4,721-100.0% | $5,820-100.0% | $4,528-100.0% |
| Admin fee / account holder | $584 | $283+106.1% | $10,614-94.5% | $348+67.9% |