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 9-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 AND TRUST CO Service code 27 · EIN 56-0223230 | Advisory (Plan) | $44,670 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $42,971 |
Filed as: NEW PINNACLE CONSULTING GROUP LLC Service code 49 · EIN 26-1233837 | Other Services | $9,243 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,859 | $91,762-43.5% | $67,502-23.2% | $77,643-33.2% |
| Participation rate | 48.6% | 75.9%-27.3pp | 72.9%-24.3pp | 70.6%-22.0pp |
| Annual return | 15.68% | 14.87%+0.8pp | 3512.12%-3496.4pp | 31.24%-15.6pp |
| Employer contribution / active EE | $1,625 | $3,181-48.9% | $2,731-40.5% | $2,726-40.4% |
| Participant deferral / active EE | $2,525 | $3,903-35.3% | $4,000-36.9% | $4,647-45.7% |
| Admin fee / account holder | $205 | $176+16.6% | $3,998-94.9% | $430-52.3% |