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 |
|---|---|---|
Service code 21 · EIN 66-0561870 | Bank Trustee | $89,302 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $30,509 | $123,286-75.3% | $75,670-59.7% | $77,958-60.9% |
| Participation rate | 71.5% | 78.8%-7.2pp | 72.3%-0.8pp | 71.6%-0.1pp |
| Annual return | 15.80% | 20.45%-4.6pp | 27.34%-11.5pp | 20.87%-5.1pp |
| Employer contribution / active EE | $581 | $2,035-71.5% | $2,352-75.3% | $2,310-74.9% |
| Participant deferral / active EE | $2,281 | $3,095-26.3% | $3,142-27.4% | $3,537-35.5% |
| Admin fee / account holder | $82 | $144-43.3% | $5,800-98.6% | $97-16.1% |