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 year Filed as: RBS CITIZENS NA Service code 27 · EIN 20-2635739 | Advisory (Plan) | $36,732 |
CITIZENS BANK4+ years Filed as: CITIZENS BANK - TRUST FEE DEPARTME Service code 24 · EIN 20-2635739 | Discretionary Trustee | $17,925 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $15,508 |
CITIZENS BANK1 year Service code 24 · EIN 20-2635739 | Discretionary Trustee | $11,518 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $55,999 | $39,898+40.4% | $121,196-53.8% | $55,725+0.5% |
| Participation rate | 95.6% | 61.2%+34.4pp | 71.7%+23.9pp | 70.9%+24.8pp |
| Annual return | -6.24% | -0.96%-5.3pp | 16.93%-23.2pp | 244.93%-251.2pp |
| Employer contribution / active EE | $1,829 | $1,295+41.2% | $4,022-54.5% | $2,078-12.0% |
| Participant deferral / active EE | $5,482 | $2,439+124.8% | $3,344+63.9% | $3,356+63.4% |
| Admin fee / account holder | $98 | $95+2.7% | $5,019-98.1% | $115-15.2% |