Filed September 16, 2016
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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.
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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 |
|---|---|---|
ARGENT TRUST COMPANY4+ years Service code 20 · EIN 62-1437218 | Trustee (individual); Direct payment ... | $47,674 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $277,650 | $88,874+212.4% | $123,544+124.7% | $75,289+268.8% |
| Participation rate | 98.2% | 75.9%+22.4pp | 82.3%+15.9pp | 72.4%+25.8pp |
| Annual return | 19.92% | 4.22%+15.7pp | 119.20%-99.3pp | -0.04%+20.0pp |
| Employer contribution / active EE | $1,688 | $3,256-48.2% | $4,628-63.5% | $2,405-29.8% |
| Participant deferral / active EE | $0 | $6,174-100.0% | $6,426-100.0% | $3,739-100.0% |
| Admin fee / account holder | $32 | $95-66.6% | $9,284-99.7% | $102-69.2% |