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 |
|---|---|---|
BANKERS TRUST COMPANY2 years Service code 15 · EIN 42-0127385 | Recordkeeping | $53,712 |
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 | $83,617 | $47,448+76.2% | $94,993-12.0% | $62,292+34.2% |
| Participation rate | 95.8% | 66.5%+29.3pp | 73.9%+21.9pp | 69.5%+26.3pp |
| Annual return | 16.34% | 22.64%-6.3pp | 27.12%-10.8pp | 28.90%-12.6pp |
| Employer contribution / active EE | $1,315 | $1,300+1.1% | $2,603-49.5% | $2,042-35.6% |
| Participant deferral / active EE | $5,656 | $2,375+138.2% | $3,317+70.5% | $3,169+78.5% |
| Admin fee / account holder | $210 | $434-51.7% | $4,960-95.8% | $479-56.2% |