Filed April 27, 2022 (most recent of 2 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
ARGENT TRUST COMPANY1 year Filed as: ARGENT TRUST Service code 21 · EIN 37-1865831 3102 WEST END AVE STE 775 · NASHVILLE, TN 37203 | Bank Trustee | $7,465 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,353 | $34,677+25.0% | $77,024-43.7% | $64,808-33.1% |
| Participation rate | 53.6% | 49.8%+3.8pp | 67.9%-14.3pp | 71.5%-17.9pp |
| Annual return | 4.09% | -5.33%+9.4pp | 42.32%-38.2pp | 32.82%-28.7pp |
| Employer contribution / active EE | $3,445 | $1,370+151.5% | $2,812+22.5% | $2,506+37.5% |
| Participant deferral / active EE | $0 | $2,556-100.0% | $4,426-100.0% | $4,310-100.0% |
| Admin fee / account holder | $6 | $179-96.4% | $5,425-99.9% | $188-96.6% |