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 Service code 55 · EIN 38-0929290 | Other Commissions | $49,406 |
Service code 37 · EIN 04-2647786 | Loan Processing | $850 |
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 | $154,710 | $58,577+164.1% | $83,333+85.7% | $64,186+141.0% |
| Participation rate | 93.7% | 72.0%+21.7pp | 77.8%+15.9pp | 69.6%+24.1pp |
| Annual return | -4.68% | 9.65%-14.3pp | 10.63%-15.3pp | 7.63%-12.3pp |
| Employer contribution / active EE | $8,050 | $2,098+283.7% | $3,379+138.3% | $2,381+238.1% |
| Participant deferral / active EE | $3,906 | $4,654-16.1% | $5,565-29.8% | $3,470+12.6% |
| Admin fee / account holder | $7 | $9,275-99.9% | $7,510-99.9% | $4,888-99.9% |