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 |
|---|---|---|
Filed as: FIRST CITIZENS BANK Service code 26 8510 COLONNADE CENTER DR · RALEIGH, NC 27615 | Advisory (Participants) | $25,000 |
Filed as: THE RETIREMENT PLAN COMPANY Service code 51 · EIN 38-3712991 | Investment Mgmt Fees | $10,056 |
Filed as: THE RETIREMENT PLAN COMPANY,LLC Service code 60 | Sub-TA Fees | $5,819 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $136,040 | $58,879+131.0% | $178,490-23.8% | $73,488+85.1% |
| Participation rate | 76.1% | 66.2%+9.9pp | 81.9%-5.8pp | 70.7%+5.5pp |
| Annual return | 21.20% | 24.86%-3.7pp | 151.07%-129.9pp | 28.51%-7.3pp |
| Employer contribution / active EE | $2,499 | $2,236+11.8% | $5,011-50.1% | $2,270+10.1% |
| Participant deferral / active EE | $5,799 | $2,567+125.9% | $5,202+11.5% | $3,740+55.1% |
| Admin fee / account holder | $344 | $400-14.1% | $13,984-97.5% | $513-33.0% |