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 |
|---|---|---|
Filed as: INDIANA TRUST WEALTH MGMT. Service code 27 · EIN 35-1755675 | Advisory (Plan) | $31,898 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $8,218 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,326 | $56,485-37.5% | $185,823-81.0% | $86,799-59.3% |
| Participation rate | 28.1% | 65.5%-37.3pp | 81.7%-53.6pp | 72.3%-44.1pp |
| Annual return | 10.02% | 118.04%-108.0pp | 122.05%-112.0pp | 97.91%-87.9pp |
| Employer contribution / active EE | $284 | $1,843-84.6% | $5,167-94.5% | $2,405-88.2% |
| Participant deferral / active EE | $962 | $2,553-62.3% | $5,568-82.7% | $4,131-76.7% |
| Admin fee / account holder | $401 | $150+168.2% | $16,237-97.5% | $170+136.6% |