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 6-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 |
|---|---|---|
EMPLOYEE FIDUCIARY, LLC3 years Filed as: EMPLOYEE FIDUCIARY Service code 15 · EIN 61-1579239 250 STATE STREET · MOBILE, AL 36603 | Recordkeeping | $14,224 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $8,859 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $34,024 | $129,021-73.6% | $184,203-81.5% | $77,643-56.2% |
| Participation rate | 49.2% | 87.3%-38.1pp | 86.8%-37.6pp | 70.6%-21.4pp |
| Annual return | 33.14% | 33.27%-0.1pp | 28.81%+4.3pp | 31.24%+1.9pp |
| Employer contribution / active EE | $2,131 | $4,413-51.7% | $6,427-66.8% | $2,726-21.8% |
| Participant deferral / active EE | $4,111 | $7,297-43.7% | $9,131-55.0% | $4,647-11.5% |
| Admin fee / account holder | $107 | $254-57.9% | $13,901-99.2% | $430-75.1% |