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: FIFTH THIRD BANK Service code 21 · EIN 31-1051736 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Bank Trustee | $70,255 |
RUSSELL TRUST COMPANY2 years Filed as: RUSSELL CAPITAL MANAGEMENT, LLC Service code 26 · EIN 26-3940237 476 EAST HIGH STREET · LEXINGTON, KY 40507 | Advisory (Participants) | $11,800 |
ES BARR & COMPANY3+ years Filed as: E. S. BARR & COMPANY Service code 26 · EIN 61-1225413 1999 RICHMOND ROAD SUITE 1B · LEXINGTON, KY 40502 | Advisory (Participants) | $10,303 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $328,671 | $80,753+307.0% | $136,294+141.1% | $62,292+427.6% |
| Participation rate | 100.0% | 73.5%+26.5pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 27.86% | 35.83%-8.0pp | 5155.94%-5128.1pp | 28.90%-1.0pp |
| Employer contribution / active EE | $8,952 | $2,884+210.4% | $4,695+90.6% | $2,042+338.3% |
| Participant deferral / active EE | $6,155 | $5,164+19.2% | $6,247-1.5% | $3,169+94.2% |
| Admin fee / account holder | $292 | $525-44.5% | $9,243-96.8% | $479-39.2% |