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 BANK8 years Service code 15 · EIN 31-0308605 | Recordkeeping | $17,994 |
AMERICAN REALTY ADVISORS8 years Filed as: AMERICAN PENSION BENEFITS Service code 59 · EIN 25-1722805 | Shareholder Servicing | $10,273 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,837 |
Filed as: MID ATLANTIC TRUST COMPANY Service code 59 · EIN 27-3169253 | Shareholder Servicing | $1,509 |
ADP BROKER-DEALER1 year Service code 59 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,370 | $59,417-45.5% | $93,606-65.4% | $74,495-56.5% |
| Participation rate | 78.9% | 59.7%+19.2pp | 68.7%+10.1pp | 67.2%+11.7pp |
| Annual return | 13.14% | 81.83%-68.7pp | 133.20%-120.1pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $1,065 | $1,264-15.8% | $2,420-56.0% | $2,623-59.4% |
| Participant deferral / active EE | $2,734 | $3,050-10.4% | $4,411-38.0% | $4,346-37.1% |
| Admin fee / account holder | $172 | $3,021-94.3% | $8,285-97.9% | $1,942-91.2% |