Filed June 26, 2024 (most recent of 2 filings on file)
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 9-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: MERRILL LYNCH Service code 28 BANK OF AMERICA NA · CHARLOTTE, NC 28280 | Investment Management | $243,998 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,186-100.0% | $397,815-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 33.6%-33.6pp | 3.6%-3.6pp |
| Annual return | 5.02% | 11.84%-6.8pp | 9.74%-4.7pp | 11.84%-6.8pp |
| Employer contribution / active EE | $22,727 | $17,339+31.1% | $39,474-42.4% | $17,339+31.1% |
| Participant deferral / active EE | $0 | $683-100.0% | $135-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $10,161-100.0% | $409-100.0% |