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 |
|---|---|---|
Service code 24 · EIN 26-0058143 | Discretionary Trustee | $52,913 |
CITIZANS BANK NA1 year Service code 27 · EIN 20-2635739 | Advisory (Plan) | $9,444 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$26,334 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $77,151 | $54,121+42.6% | $134,143-42.5% | $73,409+5.1% |
| Participation rate | 96.6% | 64.4%+32.2pp | 72.2%+24.4pp | 72.2%+24.4pp |
| Annual return | 17.54% | -312.52%+330.1pp | 36.33%-18.8pp | 59.29%-41.8pp |
| Employer contribution / active EE | $953 | $1,402-32.0% | $3,704-74.3% | $2,234-57.3% |
| Participant deferral / active EE | $5,867 | $2,844+106.3% | $3,499+67.7% | $3,805+54.2% |
| Admin fee / account holder | $41 | $132-68.8% | $6,684-99.4% | $158-73.8% |