See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIRST CITIZENS BANK Service code 26 8510 COLONNADE CENTER DR · RALEIGH, NC 27615 | Advisory (Participants) | $27,500 |
Filed as: THE RETIREMENT PLAN COMPANY Service code 51 · EIN 38-3712991 | Investment Mgmt Fees | $9,125 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,004 | $65,061+99.8% | $143,757-9.6% | $66,914+94.3% |
| Participation rate | 78.1% | 65.2%+12.9pp | 80.3%-2.2pp | 69.8%+8.3pp |
| Annual return | -21.28% | -11.14%-10.1pp | -0.04%-21.2pp | 1.58%-22.9pp |
| Employer contribution / active EE | $2,642 | $2,361+11.9% | $4,951-46.6% | $2,544+3.9% |
| Participant deferral / active EE | $6,345 | $2,919+117.4% | $5,637+12.6% | $4,237+49.8% |
| Admin fee / account holder | $369 | $502-26.4% | $14,673-97.5% | $593-37.8% |