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 |
|---|---|---|
UNION BANK & TRUST COMPANY7 years Service code 12 · EIN 47-0321480 | Recordkeeping and information managem... | $59,408 |
RYAN & MANN LLC2 years Filed as: RYAN + MANN LLC Service code 10 · EIN 92-1104525 | Accounting | $12,000 |
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 | $80,936 | $79,171+2.2% | $102,423-21.0% | $74,495+8.6% |
| Participation rate | 96.6% | 74.8%+21.8pp | 76.5%+20.1pp | 67.2%+29.4pp |
| Annual return | 13.20% | 54.93%-41.7pp | 29.32%-16.1pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $3,644 | $2,362+54.3% | $3,023+20.5% | $2,623+38.9% |
| Participant deferral / active EE | $4,806 | $4,415+8.8% | $5,053-4.9% | $4,346+10.6% |
| Admin fee / account holder | $295 | $2,001-85.3% | $9,451-96.9% | $1,942-84.8% |