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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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $9,774 |
ARGENT TRUST COMPANY1+ years Filed as: ARGENT TRUST COMPANY NA Service code 27 · EIN 72-1173060 | Advisory (Plan) | $5,952 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,918 | $35,986+49.8% | $77,482-30.4% | $73,488-26.6% |
| Participation rate | 34.5% | 40.8%-6.3pp | 54.2%-19.6pp | 70.7%-36.1pp |
| Annual return | -0.88% | 19.26%-20.1pp | 54.79%-55.7pp | 28.51%-29.4pp |
| Employer contribution / active EE | $863 | $557+54.8% | $986-12.5% | $2,270-62.0% |
| Participant deferral / active EE | $1,577 | $1,198+31.7% | $1,861-15.3% | $3,740-57.8% |
| Admin fee / account holder | $207 | $466-55.6% | $2,858-92.8% | $513-59.7% |