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 |
|---|---|---|
THUMB BANK & TRUST2+ years Filed as: THUMB NATIONAL BANK & TRUST COMPAN Service code 55 · EIN 38-0929290 | Other Commissions | $52,235 |
Service code 37 · EIN 04-2647786 | Loan Processing | $525 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,354 | $56,277+153.0% | $80,975+75.8% | $62,891+126.4% |
| Participation rate | 100.0% | 69.0%+31.0pp | 75.8%+24.2pp | 69.3%+30.7pp |
| Annual return | 6.76% | 22.12%-15.4pp | 17.10%-10.3pp | 20.14%-13.4pp |
| Employer contribution / active EE | $4,092 | $1,943+110.6% | $3,714+10.2% | $2,281+79.4% |
| Participant deferral / active EE | $3,458 | $4,195-17.6% | $5,696-39.3% | $3,203+8.0% |
| Admin fee / account holder | $4 | $3,741-99.9% | $5,516-99.9% | $4,296-99.9% |