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 |
|---|---|---|
RICHLAND BANK5+ years Service code 15 · EIN 34-0489390 3 NORTH MAIN STREET · MANSFIELD, OH 44902 | Recordkeeping | $33,852 |
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 | $78,745 | $73,638+6.9% | $95,952-17.9% | $73,488+7.2% |
| Participation rate | 97.3% | 76.2%+21.1pp | 77.1%+20.2pp | 70.7%+26.6pp |
| Annual return | 25.17% | 16.78%+8.4pp | 91.61%-66.4pp | 28.51%-3.3pp |
| Employer contribution / active EE | $642 | $1,863-65.5% | $2,541-74.7% | $2,270-71.7% |
| Participant deferral / active EE | $1,875 | $3,617-48.1% | $4,167-55.0% | $3,740-49.8% |
| Admin fee / account holder | $224 | $482-53.5% | $6,795-96.7% | $513-56.3% |