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 |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $37,116 |
CENTRAL TRUST COMPANY1 year Service code 27 · EIN 43-0632950 | Advisory (Plan) | $25,490 |
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 | $52,256 | $71,964-27.4% | $167,512-68.8% | $85,563-38.9% |
| Participation rate | 91.9% | 61.0%+31.0pp | 77.1%+14.9pp | 66.0%+26.0pp |
| Annual return | 18.09% | 18.83%-0.7pp | 1615.79%-1597.7pp | 31.51%-13.4pp |
| Employer contribution / active EE | $6,182 | $1,875+229.8% | $3,882+59.3% | $2,654+133.0% |
| Participant deferral / active EE | $4,021 | $4,110-2.2% | $6,405-37.2% | $4,375-8.1% |
| Admin fee / account holder | $77 | $815-90.5% | $9,769-99.2% | $834-90.7% |