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 | $90,587 |
Annual investment return 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 | $32,905 | $72,066-54.3% | $81,930-59.8% | $90,288-63.6% |
| Participation rate | 79.2% | 78.9%+0.3pp | 72.0%+7.2pp | 73.4%+5.8pp |
| Annual return | 11.45% | 15.92%-4.5pp | 29.49%-18.0pp | 53.97%-42.5pp |
| Employer contribution / active EE | $612 | $2,335-73.8% | $4,310-85.8% | $2,524-75.7% |
| Participant deferral / active EE | $1,581 | $3,557-55.6% | $7,107-77.8% | $4,232-62.7% |
| Admin fee / account holder | $77 | $92-16.8% | $5,158-98.5% | $114-32.5% |