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 |
|---|---|---|
FIRST FINANCIAL BANK3 years Service code 21 · EIN 31-0308605 300 N. MERIDIAN STREET · INDIANAPOLIS, IN 46204 | Bank Trustee | $20,307 |
AMERICAN REALTY ADVISORS3 years Filed as: AMERICAN PENSION BENEFITS Service code 15 · EIN 25-1722805 115 VIP DRIVE, SUITE 120 · WEXFORD, PA 15090 | Recordkeeping | $9,581 |
Filed as: MID ATLANTIC TRUST COMPANY Service code 19 · EIN 27-3169253 1251 WATERFRONT PLACE, SUITE 525 · PITTSBURGH, PA 15222 | Securities Custodian | $1,757 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $29,794 | $49,138-39.4% | $84,015-64.5% | $65,185-54.3% |
| Participation rate | 69.7% | 60.7%+9.0pp | 69.0%+0.7pp | 70.2%-0.5pp |
| Annual return | 24.37% | 23.00%+1.4pp | 71.31%-46.9pp | 29.38%-5.0pp |
| Employer contribution / active EE | $326 | $914-64.4% | $1,983-83.6% | $2,177-85.0% |
| Participant deferral / active EE | $2,098 | $2,397-12.5% | $3,239-35.2% | $3,514-40.3% |
| Admin fee / account holder | $280 | $543-48.5% | $6,101-95.4% | $847-66.9% |