Filed July 31, 2020
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 7-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 |
|---|---|---|
RELIANCE TRUST COMPANY3+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $11,353 |
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 | $29,475 | $89,739-67.2% | $149,718-80.3% | $62,292-52.7% |
| Participation rate | 97.5% | 85.1%+12.4pp | 87.1%+10.5pp | 69.5%+28.0pp |
| Annual return | 29.51% | 21.01%+8.5pp | 1501.63%-1472.1pp | 28.90%+0.6pp |
| Employer contribution / active EE | $1,526 | $3,233-52.8% | $5,445-72.0% | $2,042-25.3% |
| Participant deferral / active EE | $2,749 | $4,797-42.7% | $6,569-58.2% | $3,169-13.3% |
| Admin fee / account holder | $69 | $551-87.5% | $11,283-99.4% | $479-85.6% |