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 |
|---|---|---|
FIRST FINANCIAL BANK7 years Service code 21 · EIN 31-0308605 300 N. MERIDIAN STREET · INDIANAPOLIS, IN 46204 | Bank Trustee | $17,576 |
AMERICAN REALTY ADVISORS7 years Filed as: AMERICAN PENSION BENEFITS Service code 15 · EIN 25-1722805 115 VIP DRIVE, SUITE 120 · WEXFORD, PA 15090 | Recordkeeping | $13,512 |
Filed as: MID ATLANTIC TRUST COMPANY Service code 19 · EIN 27-3169253 1251 WATERFRONT PLACE, SUITE 525 · PITTSBURGH, PA 15222 | Securities Custodian | $2,378 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,508 | $54,701-36.9% | $86,188-60.0% | $71,457-51.7% |
| Participation rate | 70.2% | 60.1%+10.1pp | 69.0%+1.2pp | 67.9%+2.3pp |
| Annual return | 14.25% | 20.06%-5.8pp | 1168.45%-1154.2pp | 28.85%-14.6pp |
| Employer contribution / active EE | $1,117 | $1,265-11.7% | $2,380-53.1% | $2,588-56.8% |
| Participant deferral / active EE | $2,990 | $3,108-3.8% | $3,985-25.0% | $4,289-30.3% |
| Admin fee / account holder | $225 | $1,922-88.3% | $6,852-96.7% | $1,587-85.9% |