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 COMPANY2 years Filed as: ARGENT TRUST Service code 21 · EIN 37-1865831 3102 WEST END AVE STE 775 · NASHVILLE, TN 37203 | Bank Trustee | $6,478 |
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 | $54,522 | $40,385+35.0% | $80,569-32.3% | $74,419-26.7% |
| Participation rate | 59.3% | 47.4%+11.9pp | 67.0%-7.7pp | 70.7%-11.4pp |
| Annual return | 24.93% | 164.85%-139.9pp | 935.43%-910.5pp | 34.38%-9.5pp |
| Employer contribution / active EE | $887 | $1,496-40.7% | $2,723-67.4% | $2,637-66.4% |
| Participant deferral / active EE | $0 | $2,674-100.0% | $4,447-100.0% | $4,528-100.0% |
| Admin fee / account holder | $6 | $720-99.2% | $5,377-99.9% | $348-98.3% |