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 |
|---|---|---|
CITIZENS BANK1+ years Filed as: RBS CITIZENS NA Service code 55 RETIREMENT PLAN SERVICES · PROVIDENCE, RI 02903 | Other Commissions | $2,823 |
Service code 37 · EIN 04-2647786 | Loan Processing | $931 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $14,600 | $31,109-53.1% | $67,711-78.4% | $52,331-72.1% |
| Participation rate | 78.2% | 54.0%+24.2pp | 67.5%+10.6pp | 68.1%+10.0pp |
| Annual return | -1.33% | 23.70%-25.0pp | 25.41%-26.7pp | 4.54%-5.9pp |
| Employer contribution / active EE | $213 | $1,076-80.2% | $2,559-91.7% | $1,882-88.7% |
| Participant deferral / active EE | $1,021 | $1,970-48.2% | $3,585-71.5% | $3,022-66.2% |
| Admin fee / account holder | $8 | $466-98.3% | $4,255-99.8% | $592-98.7% |