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 |
|---|---|---|
CENTRAL TRUST COMPANY1 year Service code 27 · EIN 43-0632950 | Advisory (Plan) | $7,676 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,128 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $26,213 | $89,652-70.8% | $141,162-81.4% | $65,185-59.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.5%+17.5pp | 70.2%+29.8pp |
| Annual return | 42.74% | 32.79%+9.9pp | 71.39%-28.7pp | 29.38%+13.4pp |
| Employer contribution / active EE | $3,490 | $3,065+13.9% | $4,735-26.3% | $2,177+60.4% |
| Participant deferral / active EE | $3,445 | $5,691-39.5% | $6,709-48.6% | $3,514-1.9% |
| Admin fee / account holder | $83 | $569-85.4% | $10,261-99.2% | $847-90.2% |