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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 | $15,750 |
ARGENT TRUST COMPANY3+ years Filed as: ARGENT TRUST COMPANY NA Service code 27 · EIN 72-1173060 | Advisory (Plan) | $9,365 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $63,516 | $26,549+139.2% | $61,373+3.5% | $66,914-5.1% |
| Participation rate | 31.3% | 38.1%-6.8pp | 52.6%-21.2pp | 69.8%-38.5pp |
| Annual return | -21.62% | -16.21%-5.4pp | 338.61%-360.2pp | 1.58%-23.2pp |
| Employer contribution / active EE | $1,133 | $651+73.9% | $1,159-2.3% | $2,544-55.5% |
| Participant deferral / active EE | $2,091 | $1,338+56.3% | $2,125-1.6% | $4,237-50.6% |
| Admin fee / account holder | $359 | $409-12.2% | $2,130-83.2% | $593-39.5% |