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 8-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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $19,347 |
THE BANK OF NEW YORK MELLON3 years Filed as: BANK OF AMERICA NA Service code 16 · EIN 13-5674085 | Consulting | $15,309 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,124 | $30,588-14.6% | $53,898-51.5% | $85,563-69.5% |
| Participation rate | 23.8% | 26.3%-2.5pp | 55.0%-31.1pp | 66.0%-42.1pp |
| Annual return | 17.18% | 50.42%-33.2pp | 528.60%-511.4pp | 31.51%-14.3pp |
| Employer contribution / active EE | $549 | $436+26.0% | $932-41.0% | $2,654-79.3% |
| Participant deferral / active EE | $964 | $848+13.7% | $1,826-47.2% | $4,375-78.0% |
| Admin fee / account holder | $198 | $1,879-89.5% | $2,491-92.0% | $834-76.3% |