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 |
|---|---|---|
BENEFIT TRUST COMPANY10+ years Filed as: BENEFIT TRUST CO Service code 21 · EIN 41-2112888 | Bank Trustee | $32,202 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,732 | $59,417+30.8% | $93,606-17.0% | $74,495+4.3% |
| Participation rate | 64.3% | 59.7%+4.7pp | 68.7%-4.4pp | 67.2%-2.9pp |
| Annual return | 13.19% | 81.83%-68.6pp | 133.20%-120.0pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $965 | $1,264-23.6% | $2,420-60.1% | $2,623-63.2% |
| Participant deferral / active EE | $3,075 | $3,050+0.8% | $4,411-30.3% | $4,346-29.2% |
| Admin fee / account holder | $252 | $3,021-91.6% | $8,285-97.0% | $1,942-87.0% |