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 |
|---|---|---|
TROY BANK AND TRUST COMPANY9+ years Service code 21 · EIN 63-0212370 | Bank Trustee | $140,638 |
Filed as: MARTIN MARTIN RANDALL & ASSOC, INC. Service code 11 · EIN 64-0765749 | Actuarial | $23,960 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,198-100.0% | $342,274-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 14.4%-14.4pp | 11.0%-11.0pp |
| Annual return | 15.52% | 10.25%+5.3pp | 8.34%+7.2pp | 8.23%+7.3pp |
| Employer contribution / active EE | $3,959 | $16,685-76.3% | $30,799-87.1% | $13,859-71.4% |
| Participant deferral / active EE | $1,979 | $728+171.9% | $252+685.1% | $61+3125.5% |
| Admin fee / account holder | $0 | $1,652-100.0% | $47,069-100.0% | $1,652-100.0% |