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 |
|---|---|---|
Filed as: PARK NATIONAL BANK Service code 15 · EIN 31-1198067 50 NORTH 3RD STREET · NEWARKD, OH 43055 | Recordkeeping | $55,363 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $88,768 | $65,435+35.7% | $86,677+2.4% | $66,914+32.7% |
| Participation rate | 94.2% | 75.5%+18.7pp | 76.6%+17.6pp | 69.8%+24.4pp |
| Annual return | -11.72% | -10.89%-0.8pp | 35.91%-47.6pp | 1.58%-13.3pp |
| Employer contribution / active EE | $703 | $2,153-67.4% | $2,836-75.2% | $2,544-72.4% |
| Participant deferral / active EE | $2,100 | $4,100-48.8% | $4,656-54.9% | $4,237-50.4% |
| Admin fee / account holder | $398 | $642-37.9% | $7,493-94.7% | $593-32.9% |