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 |
|---|---|---|
LAKE CITY BANK11+ years Service code 99 · EIN 35-0458180 | Other Fees | $47,924 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,484 | $83,902+100.8% | $167,512+0.6% | $84,808+98.7% |
| Participation rate | 96.5% | 66.5%+30.0pp | 77.1%+19.5pp | 68.3%+28.2pp |
| Annual return | 13.15% | 91.55%-78.4pp | 1615.79%-1602.6pp | 40.90%-27.7pp |
| Employer contribution / active EE | $2,591 | $2,264+14.4% | $3,882-33.3% | $2,631-1.5% |
| Participant deferral / active EE | $5,181 | $4,442+16.6% | $6,405-19.1% | $4,212+23.0% |
| Admin fee / account holder | $648 | $7,915-91.8% | $9,769-93.4% | $7,344-91.2% |