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 |
|---|---|---|
CENTRAL BANK & TRUST CO.2+ years Service code 21 300 WEST VINE STREET · LEXINGTON, KY 40507 | Bank Trustee | $163,623 |
DEAN DORTON ALLEN FORD, PLLC1+ years Filed as: DEAN DORTON ALLEN FORD PLLC Service code 10 106 W VINE ST STE 600 · LEXINGTON, KY 40507 | Accounting | $26,250 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,425 |
WALLINGFORD PRODIGY INC1+ years Filed as: WALLINGFORD LAW, PSC Service code 29 3141 BEAUMONT CENTRE CIRCLE · LEXINGTON, KY 40513 | Legal | $465 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $50,177 | $54,392-7.7% | $84,750-40.8% | $63,975-21.6% |
| Participation rate | 59.3% | 76.9%-17.6pp | 76.6%-17.3pp | 71.1%-11.9pp |
| Annual return | 6.22% | 611.38%-605.2pp | 22.78%-16.6pp | 48.65%-42.4pp |
| Employer contribution / active EE | $2,463 | $2,943-16.3% | $3,574-31.1% | $2,182+12.9% |
| Participant deferral / active EE | $2,669 | $2,593+2.9% | $3,712-28.1% | $3,356-20.5% |
| Admin fee / account holder | $185 | $136+36.5% | $5,332-96.5% | $70+163.2% |