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 3-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 |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $99,599 |
Service code 99 | Other Fees | $35,022 |
Filed as: FARMERS BANK OF APPOMATTOX Service code 99 · EIN 47-1411118 | Other Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,159 | $89,808-45.3% | $100,391-51.0% | $77,643-36.7% |
| Participation rate | 91.3% | 81.2%+10.1pp | 81.5%+9.8pp | 70.6%+20.7pp |
| Annual return | 30.92% | 20.62%+10.3pp | 49.20%-18.3pp | 31.24%-0.3pp |
| Employer contribution / active EE | $5,678 | $3,039+86.8% | $3,942+44.0% | $2,726+108.3% |
| Participant deferral / active EE | $11,534 | $8,284+39.2% | $8,082+42.7% | $4,647+148.2% |
| Admin fee / account holder | $267 | $174+53.3% | $7,899-96.6% | $430-37.9% |