Filed July 22, 2016 (most recent of 4 filings on file)
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 |
|---|---|---|
Filed as: BANK OF AMERICA, N.A. Service code 49 · EIN 94-1687665 | Other Services | $151,644 |
Service code 37 · EIN 04-2647786 | Loan Processing | $29,308 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,356 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,154 | $89,178+137.9% | $91,541+131.8% | $102,872+106.2% |
| Participation rate | 93.7% | 79.7%+14.1pp | 69.8%+23.9pp | 73.0%+20.7pp |
| Annual return | 11.42% | 14.52%-3.1pp | 20.50%-9.1pp | 19.06%-7.6pp |
| Employer contribution / active EE | $4,761 | $3,455+37.8% | $2,505+90.1% | $3,526+35.0% |
| Participant deferral / active EE | $7,162 | $4,657+53.8% | $4,008+78.7% | $5,535+29.4% |
| Admin fee / account holder | $42 | $134-68.9% | $6,956-99.4% | $292-85.7% |