Filed April 29, 2025 (most recent of 4 filings on file)
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 9-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 |
|---|---|---|
ARGENT TRUST COMPANY4 years Service code 21 · EIN 62-1437218 | Bank Trustee | $36,966 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,096 | $39,973+12.8% | $79,550-43.3% | $77,904-42.1% |
| Participation rate | 95.4% | 64.6%+30.8pp | 69.5%+25.9pp | 73.7%+21.7pp |
| Annual return | 12.01% | 3.42%+8.6pp | 0.16%+11.8pp | 12.21%-0.2pp |
| Employer contribution / active EE | $392 | $1,088-64.0% | $2,413-83.7% | $2,848-86.2% |
| Participant deferral / active EE | $0 | $2,774-100.0% | $3,985-100.0% | $4,806-100.0% |
| Admin fee / account holder | $11 | $113-90.4% | $6,832-99.8% | $133-91.9% |