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 BANK6+ years Service code 15 · EIN 31-1198067 DIVISION OF PARK NATIONAL BANK · LANCASTER, OH 43130 | Recordkeeping | $86,520 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $94,323 | $69,362+36.0% | $101,248-6.8% | $73,488+28.4% |
| Participation rate | 99.1% | 68.4%+30.7pp | 75.8%+23.3pp | 70.7%+28.4pp |
| Annual return | 13.17% | 18.46%-5.3pp | 46.47%-33.3pp | 28.51%-15.3pp |
| Employer contribution / active EE | $8,739 | $2,628+232.5% | $3,660+138.8% | $2,270+285.0% |
| Participant deferral / active EE | $2,546 | $3,300-22.8% | $4,370-41.7% | $3,740-31.9% |
| Admin fee / account holder | $309 | $704-56.1% | $5,945-94.8% | $513-39.8% |