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 BANK4+ years Service code 15 · EIN 31-1198067 DIVISION OF PARK NATIONAL BANK · LANCASTER, OH 43130 | Recordkeeping | $70,997 |
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 | $70,656 | $55,449+27.4% | $83,848-15.7% | $56,287+25.5% |
| Participation rate | 91.1% | 68.0%+23.1pp | 76.1%+15.0pp | 69.9%+21.3pp |
| Annual return | -5.19% | -1.38%-3.8pp | 850.88%-856.1pp | -9.96%+4.8pp |
| Employer contribution / active EE | $4,463 | $2,430+83.6% | $3,631+22.9% | $2,111+111.4% |
| Participant deferral / active EE | $1,840 | $2,935-37.3% | $4,082-54.9% | $3,350-45.1% |
| Admin fee / account holder | $290 | $656-55.8% | $5,478-94.7% | $521-44.4% |