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 |
|---|---|---|
BANKERS TRUST COMPANY3 years Service code 15 · EIN 42-0127385 | Recordkeeping | $146,809 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,502 | $122,239+12.5% | $184,203-25.4% | $74,495+84.6% |
| Participation rate | 99.5% | 85.5%+14.0pp | 86.8%+12.7pp | 67.2%+32.3pp |
| Annual return | 25.03% | 19.95%+5.1pp | 28.81%-3.8pp | 1364.94%-1339.9pp |
| Employer contribution / active EE | $8,517 | $4,537+87.7% | $6,427+32.5% | $2,623+224.7% |
| Participant deferral / active EE | $11,457 | $7,139+60.5% | $9,131+25.5% | $4,346+163.6% |
| Admin fee / account holder | $585 | $1,260-53.6% | $13,901-95.8% | $1,942-69.9% |