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 9-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: GERMAN AMERICAN FIN ADV AND TRUST Service code 27 · EIN 82-0560956 | Advisory (Plan) | $13,524 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,166 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $112,074 | $46,732+139.8% | $156,549-28.4% | $55,167+103.2% |
| Participation rate | 88.3% | 65.8%+22.5pp | 84.0%+4.3pp | 69.0%+19.3pp |
| Annual return | 2.96% | 17.72%-14.8pp | 32.23%-29.3pp | 169.23%-166.3pp |
| Employer contribution / active EE | $4,986 | $2,105+136.9% | $5,501-9.4% | $1,963+154.1% |
| Participant deferral / active EE | $1,760 | $2,204-20.1% | $4,871-63.9% | $3,054-42.4% |
| Admin fee / account holder | $221 | $418-47.3% | $13,027-98.3% | $504-56.2% |