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 |
|---|---|---|
FIRST NATIONAL TRUST COMPANY2 years Service code 27 4140 E STATE ST · HERMITAGE, PA 16148 | Advisory (Plan) | $44,880 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,814 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,946 |
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 | $159,624 | $84,936+87.9% | $111,297+43.4% | $79,386+101.1% |
| Participation rate | 82.5% | 75.9%+6.7pp | 77.3%+5.2pp | 70.7%+11.8pp |
| Annual return | 14.72% | 17.45%-2.7pp | 54.65%-39.9pp | 116.85%-102.1pp |
| Employer contribution / active EE | $2,180 | $1,979+10.1% | $2,731-20.2% | $2,427-10.2% |
| Participant deferral / active EE | $5,994 | $3,888+54.2% | $4,487+33.6% | $4,046+48.2% |
| Admin fee / account holder | $491 | $537-8.7% | $7,964-93.8% | $626-21.7% |