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 MELLON4+ years Filed as: U S BANK Service code 19 · EIN 31-0841368 | Securities Custodian | $11,113 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,236 |
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 | $175,610 | $37,196+372.1% | $154,107+14.0% | $55,725+215.1% |
| Participation rate | 97.1% | 64.1%+33.0pp | 83.0%+14.0pp | 70.9%+26.2pp |
| Annual return | -6.18% | 1319.68%-1325.9pp | 735.12%-741.3pp | 244.93%-251.1pp |
| Employer contribution / active EE | $7,868 | $1,614+387.5% | $5,298+48.5% | $2,078+278.6% |
| Participant deferral / active EE | $6,065 | $2,068+193.2% | $5,081+19.4% | $3,356+80.7% |
| Admin fee / account holder | $101 | $102-0.1% | $13,411-99.2% | $115-11.9% |