See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 |
|---|---|---|
EMPLOYEE FIDUCIARY, LLC1 year Service code 15 · EIN 61-1579239 250 STATE STREET · MOBILE, AL 36603 | Recordkeeping | $6,263 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $84,931 | $81,474+4.2% | $133,956-36.6% | $73,488+15.6% |
| Participation rate | 98.8% | 76.4%+22.4pp | 79.8%+18.9pp | 70.7%+28.1pp |
| Annual return | 18.65% | 19.40%-0.7pp | 45.09%-26.4pp | 28.51%-9.9pp |
| Employer contribution / active EE | $3,245 | $2,209+46.9% | $3,919-17.2% | $2,270+42.9% |
| Participant deferral / active EE | $4,114 | $3,786+8.6% | $5,048-18.5% | $3,740+10.0% |
| Admin fee / account holder | $30 | $713-95.7% | $8,927-99.7% | $513-94.1% |