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 |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $17,942 |
LAKE CITY BANK3+ years Service code 21 P.O. BOX 1387 · WARSAW, IN 46580 | Bank Trustee | $7,885 |
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 | $37,433 | $52,639-28.9% | $185,117-79.8% | $62,292-39.9% |
| Participation rate | 75.4% | 63.9%+11.5pp | 77.3%-1.9pp | 69.5%+5.9pp |
| Annual return | 17.12% | 19.57%-2.5pp | 40.50%-23.4pp | 28.90%-11.8pp |
| Employer contribution / active EE | $415 | $1,483-72.0% | $4,182-90.1% | $2,042-79.7% |
| Participant deferral / active EE | $2,899 | $3,097-6.4% | $5,045-42.5% | $3,169-8.5% |
| Admin fee / account holder | $143 | $374-61.8% | $8,159-98.3% | $479-70.2% |