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.
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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: BANK OF AMERICA NA Service code 27 · EIN 13-5674085 | Advisory (Plan) | $39,700 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $38,768 |
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 | $74,067 | $82,664-10.4% | $125,339-40.9% | $68,494+8.1% |
| Participation rate | 87.1% | 75.0%+12.0pp | 82.4%+4.7pp | 67.9%+19.2pp |
| Annual return | -16.56% | -5.97%-10.6pp | 572.05%-588.6pp | -7.84%-8.7pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,733 | $6,110-6.2% | $7,446-23.0% | $4,027+42.4% |
| Admin fee / account holder | $740 | $6,275-88.2% | $10,010-92.6% | $5,403-86.3% |