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 COMPANY1+ years Service code 21 4140 E STATE ST · HERMITAGE, PA 16148 | Bank Trustee | $20,724 |
Filed as: GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,567 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $34,480 | $39,245-12.1% | $64,105-46.2% | $52,331-34.1% |
| Participation rate | 84.6% | 58.2%+26.3pp | 68.2%+16.4pp | 68.1%+16.5pp |
| Annual return | -1.65% | 14.79%-16.4pp | 791.24%-792.9pp | 4.54%-6.2pp |
| Employer contribution / active EE | $507 | $736-31.1% | $1,820-72.1% | $1,882-73.0% |
| Participant deferral / active EE | $2,494 | $1,992+25.2% | $2,822-11.6% | $3,022-17.5% |
| Admin fee / account holder | $111 | $592-81.2% | $4,499-97.5% | $592-81.2% |