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 BANK2+ years Filed as: CITIZENS BANK - TRUST FEE DEPARTME Service code 24 · EIN 20-2635739 | Discretionary Trustee | $26,245 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$4,143 |
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 | $54,695 | $41,281+32.5% | $109,313-50.0% | $57,658-5.1% |
| Participation rate | 92.2% | 59.3%+32.8pp | 71.3%+20.9pp | 70.2%+21.9pp |
| Annual return | 7.92% | 8.97%-1.1pp | 22.07%-14.2pp | 5.13%+2.8pp |
| Employer contribution / active EE | $1,458 | $1,201+21.4% | $3,892-62.5% | $1,974-26.1% |
| Participant deferral / active EE | $4,500 | $2,223+102.4% | $3,166+42.1% | $3,061+47.0% |
| Admin fee / account holder | $32 | $75-57.5% | $5,666-99.4% | $95-66.2% |