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 & TRUST. Service code 27 PO BOX 29522 · RALEIGH, NC 27626 | Advisory (Plan) | $24,710 |
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $18,809 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,683 | $78,485-22.7% | $106,213-42.9% | $74,495-18.5% |
| Participation rate | 68.9% | 72.8%-3.9pp | 75.3%-6.4pp | 67.2%+1.7pp |
| Annual return | 13.95% | 15.95%-2.0pp | 116.14%-102.2pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $971 | $2,523-61.5% | $3,171-69.4% | $2,623-63.0% |
| Participant deferral / active EE | $3,494 | $4,322-19.2% | $5,016-30.3% | $4,346-19.6% |
| Admin fee / account holder | $399 | $2,232-82.1% | $11,033-96.4% | $1,942-79.4% |