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.
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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 |
|---|---|---|
CENTRAL BANK & TRUST CO.8 years Service code 99 · EIN 61-0153605 300 WEST VINE STREET · LEXINGTON, KY 40507 | Other Fees | $0 |
Filed as: ERAS, LLC Service code 49 · EIN 61-1291181 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,713 | $66,098-26.3% | $101,794-52.1% | $74,304-34.4% |
| Participation rate | 71.3% | 53.8%+17.5pp | 69.2%+2.1pp | 60.3%+10.9pp |
| Annual return | 16.68% | 19.59%-2.9pp | 30.53%-13.8pp | 29.43%-12.8pp |
| Employer contribution / active EE | $1,495 | $1,082+38.2% | $2,289-34.7% | $2,241-33.3% |
| Participant deferral / active EE | $4,340 | $2,781+56.1% | $4,084+6.3% | $3,767+15.2% |
| Admin fee / account holder | $167 | $4,146-96.0% | $8,777-98.1% | $2,969-94.4% |