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 |
|---|---|---|
CENTRAL TRUST COMPANY3 years Service code 27 · EIN 43-0632950 | Advisory (Plan) | $22,909 |
Service code 37 · EIN 04-2647786 | Loan Processing | $16,298 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,181 | $80,968+57.1% | $96,544+31.7% | $75,163+69.2% |
| Participation rate | 93.1% | 71.8%+21.3pp | 76.0%+17.1pp | 67.2%+25.9pp |
| Annual return | 15.07% | 27.06%-12.0pp | 25.84%-10.8pp | 160.62%-145.6pp |
| Employer contribution / active EE | $2,421 | $2,282+6.1% | $2,965-18.3% | $2,670-9.3% |
| Participant deferral / active EE | $5,546 | $3,928+41.2% | $4,851+14.3% | $4,125+34.5% |
| Admin fee / account holder | $400 | $6,724-94.1% | $8,252-95.2% | $5,651-92.9% |