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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 |
|---|---|---|
PEOPLES BANK1 year Service code 15 · EIN 31-1278433 | Recordkeeping | $17,767 |
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 | $27,392 | $54,726-49.9% | $68,793-60.2% | $64,186-57.3% |
| Participation rate | 66.0% | 68.0%-2.0pp | 72.2%-6.2pp | 69.6%-3.6pp |
| Annual return | -5.23% | -1.62%-3.6pp | -4.63%-0.6pp | 7.63%-12.9pp |
| Employer contribution / active EE | $339 | $1,846-81.6% | $2,625-87.1% | $2,381-85.8% |
| Participant deferral / active EE | $2,031 | $2,626-22.7% | $3,311-38.7% | $3,470-41.5% |
| Admin fee / account holder | $218 | $4,027-94.6% | $5,131-95.8% | $4,888-95.5% |