See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
FAIRFIELD NATIONAL BANK1+ years Service code 15 · EIN 31-1198067 DIVISION OF PARK NATIONAL BANK · LANCASTER, OH 43130 | Recordkeeping | $68,504 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $70,302 | $50,464+39.3% | $75,781-7.2% | $52,331+34.3% |
| Participation rate | 88.6% | 66.8%+21.8pp | 75.8%+12.7pp | 68.1%+20.4pp |
| Annual return | -0.73% | 1.03%-1.8pp | 9.68%-10.4pp | 4.54%-5.3pp |
| Employer contribution / active EE | $5,808 | $1,988+192.1% | $3,323+74.8% | $1,882+208.7% |
| Participant deferral / active EE | $1,645 | $2,570-36.0% | $3,651-55.0% | $3,022-45.6% |
| Admin fee / account holder | $348 | $1,103-68.5% | $5,299-93.4% | $592-41.2% |