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 |
|---|---|---|
RELIANCE TRUST COMPANY1 year Filed as: RELIANCE TRUST CPMPANY Service code 19 · EIN 46-6625485 | Securities Custodian | $21,559 |
OWEN LARUE LLC1 year Service code 10 · EIN 82-2213567 | Accounting | $14,863 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $3,040 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $65,499 | $98,982-33.8% | $162,163-59.6% | $65,185+0.5% |
| Participation rate | 96.6% | 85.8%+10.8pp | 87.6%+9.0pp | 70.2%+26.4pp |
| Annual return | 21.91% | 24.84%-2.9pp | 115.59%-93.7pp | 29.38%-7.5pp |
| Employer contribution / active EE | $1,180 | $3,467-66.0% | $5,614-79.0% | $2,177-45.8% |
| Participant deferral / active EE | $2,211 | $5,384-58.9% | $7,298-69.7% | $3,514-37.1% |
| Admin fee / account holder | $143 | $596-76.0% | $10,843-98.7% | $847-83.1% |