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.
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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 |
|---|---|---|
Filed as: UNION BANK & TRUST Service code 15 · EIN 47-0321480 | Recordkeeping | $7,770 |
INDEPENDENCE BANK1 year Service code 21 · EIN 61-1347065 | Bank Trustee | $5,963 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,670 | $60,545-79.1% | $92,233-86.3% | $69,631-81.8% |
| Participation rate | 31.9% | 72.2%-40.3pp | 76.5%-44.6pp | 70.7%-38.8pp |
| Annual return | 12.82% | 19.71%-6.9pp | 176.28%-163.5pp | 27571.02%-27558.2pp |
| Employer contribution / active EE | $659 | $2,633-75.0% | $3,679-82.1% | $2,032-67.6% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $114 | $145-20.9% | $5,194-97.8% | $110+3.6% |