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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 |
|---|---|---|
FIRST NATIONAL TRUST COMPANY3 years Service code 27 · EIN 20-0433578 | Advisory (Plan) | $26,600 |
BDO USA, LLP1 year Service code 10 · EIN 13-5381590 | Accounting | $26,556 |
STANCORP FINANCIAL GROUP3 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $17,521 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $55,898 | $45,031+24.1% | $84,966-34.2% | $77,643-28.0% |
| Participation rate | 20.5% | 48.7%-28.2pp | 67.5%-47.0pp | 70.6%-50.1pp |
| Annual return | 10.67% | 79.22%-68.5pp | 66.38%-55.7pp | 31.24%-20.6pp |
| Employer contribution / active EE | $340 | $1,609-78.9% | $2,727-87.5% | $2,726-87.5% |
| Participant deferral / active EE | $1,064 | $2,807-62.1% | $4,519-76.5% | $4,647-77.1% |
| Admin fee / account holder | $615 | $912-32.6% | $6,149-90.0% | $430+42.8% |