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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.
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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 |
|---|---|---|
FAIRFIELD NATIONAL BANK1+ years Service code 21 · EIN 31-1198067 | Bank Trustee | $17,071 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $29,855 | $50,464-40.8% | $75,781-60.6% | $52,331-42.9% |
| Participation rate | 48.9% | 66.8%-17.8pp | 75.8%-26.9pp | 68.1%-19.2pp |
| Annual return | 1.22% | 1.03%+0.2pp | 9.68%-8.5pp | 4.54%-3.3pp |
| Employer contribution / active EE | $832 | $1,988-58.2% | $3,323-75.0% | $1,882-55.8% |
| Participant deferral / active EE | $1,307 | $2,570-49.2% | $3,651-64.2% | $3,022-56.8% |
| Admin fee / account holder | $211 | $1,103-80.9% | $5,299-96.0% | $592-64.4% |