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: INSTITUTIONAL TRUST & CUSTODY Service code 21 1 US BANK PLAZA · ST. LOUIS, MO 63101 | Bank Trustee | $12,134 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,492 | $73,867-60.1% | $143,757-79.5% | $68,494-56.9% |
| Participation rate | 94.0% | 66.7%+27.4pp | 80.3%+13.7pp | 67.9%+26.2pp |
| Annual return | -11.61% | 1.01%-12.6pp | -0.04%-11.6pp | -7.84%-3.8pp |
| Employer contribution / active EE | $2,083 | $3,184-34.6% | $4,951-57.9% | $2,596-19.8% |
| Participant deferral / active EE | $0 | $3,384-100.0% | $5,637-100.0% | $4,027-100.0% |
| Admin fee / account holder | $0 | $5,755-100.0% | $14,673-100.0% | $5,403-100.0% |