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 |
|---|---|---|
KEY BANK NATIONAL ASSOCIATION9+ years Filed as: KEY BANK, N.A. Service code 26 · EIN 34-6824827 | Advisory (Participants) | $51,508 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $125,690-100.0% | $182,032-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 3.2%-3.2pp | 13.4%-13.4pp | 12.4%-12.4pp |
| Annual return | 14.71% | 8.82%+5.9pp | 7.70%+7.0pp | 9.89%+4.8pp |
| Employer contribution / active EE | $7,872 | $12,837-38.7% | $28,478-72.4% | $14,313-45.0% |
| Participant deferral / active EE | $0 | $58-100.0% | $49-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $265-100.0% | $51,246-100.0% | $9,084-100.0% |