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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.
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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 |
|---|---|---|
EMPLOYEE FIDUCIARY, LLC2 years Service code 15 · EIN 61-1579239 250 STATE STREET · MOBILE, AL 36603 | Recordkeeping | $14,932 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,170 | $104,475-88.4% | $159,436-92.4% | $79,386-84.7% |
| Participation rate | 94.8% | 76.6%+18.2pp | 82.8%+12.0pp | 70.7%+24.1pp |
| Annual return | 8.68% | 67.95%-59.3pp | 263.57%-254.9pp | 116.85%-108.2pp |
| Employer contribution / active EE | $912 | $3,417-73.3% | $4,829-81.1% | $2,427-62.4% |
| Participant deferral / active EE | $5,389 | $6,467-16.7% | $7,352-26.7% | $4,046+33.2% |
| Admin fee / account holder | $48 | $711-93.2% | $10,799-99.6% | $626-92.3% |