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 | $26,208 |
Annual investment return 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).
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 | $6,999 | $50,815-86.2% | $155,509-95.5% | $77,643-91.0% |
| Participation rate | 97.2% | 63.1%+34.1pp | 78.2%+19.0pp | 70.6%+26.6pp |
| Annual return | 10.41% | 34.80%-24.4pp | 64.67%-54.3pp | 31.24%-20.8pp |
| Employer contribution / active EE | $574 | $1,993-71.2% | $4,672-87.7% | $2,726-78.9% |
| Participant deferral / active EE | $1,346 | $2,822-52.3% | $5,626-76.1% | $4,647-71.0% |
| Admin fee / account holder | $64 | $437-85.4% | $15,912-99.6% | $430-85.2% |