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 |
|---|---|---|
EMPLOYEE FIDUCIARY, LLC2+ years Service code 15 · EIN 61-1579239 250 STATE STREET · MOBILE, AL 36603 | Recordkeeping | $4,010 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $31,653 | $58,726-46.1% | $92,233-65.7% | $62,292-49.2% |
| Participation rate | 16.7% | 68.3%-51.7pp | 76.5%-59.8pp | 69.5%-52.8pp |
| Annual return | 16.04% | 43.62%-27.6pp | 176.28%-160.2pp | 28.90%-12.9pp |
| Employer contribution / active EE | $0 | $2,392-100.0% | $3,679-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $203 | $2,766-92.7% | $3,897-94.8% | $3,169-93.6% |
| Admin fee / account holder | $118 | $556-78.8% | $5,194-97.7% | $479-75.4% |