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.3+ years Service code 21 300 WEST VINE STREET · LEXINGTON, KY 40507 | Bank Trustee | $187,933 |
DEAN DORTON ALLEN FORD, PLLC2+ years Filed as: DEAN DORTON ALLEN FORD PLLC Service code 10 106 W VINE ST, STE 600 · LEXINGTON, KY 40507 | Accounting | $13,500 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,450 |
WALLINGFORD PRODIGY INC1 year Filed as: WALLINGFORD LAW PSC Service code 29 1050 MONARCH ST, STE 100 · LEXINGTON, KY 40513 | Legal | $2,635 |
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 | $57,042 | $221,442-74.2% | $92,233-38.2% | $77,958-26.8% |
| Participation rate | 58.1% | 79.6%-21.5pp | 76.5%-18.3pp | 71.6%-13.5pp |
| Annual return | 15.02% | 15.65%-0.6pp | 176.28%-161.3pp | 20.87%-5.8pp |
| Employer contribution / active EE | $2,392 | $3,226-25.8% | $3,679-35.0% | $2,310+3.5% |
| Participant deferral / active EE | $2,677 | $2,779-3.7% | $3,897-31.3% | $3,537-24.3% |
| Admin fee / account holder | $228 | $210+8.5% | $5,194-95.6% | $97+133.7% |