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 |
|---|---|---|
EMPLOYEE FIDUCIARY, LLC1 year Filed as: EMPLOYEE FIDUCIARY LLC Service code 15 · EIN 61-1579239 250 STATE STREET · MOBILE, AL 36603 | Recordkeeping | $11,444 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,582 | $69,362-38.6% | $101,248-57.9% | $73,488-42.1% |
| Participation rate | 65.2% | 68.4%-3.2pp | 75.8%-10.6pp | 70.7%-5.5pp |
| Annual return | 19.78% | 18.46%+1.3pp | 46.47%-26.7pp | 28.51%-8.7pp |
| Employer contribution / active EE | $2,922 | $2,628+11.2% | $3,660-20.1% | $2,270+28.7% |
| Participant deferral / active EE | $5,531 | $3,300+67.6% | $4,370+26.6% | $3,740+47.9% |
| Admin fee / account holder | $98 | $704-86.1% | $5,945-98.4% | $513-80.9% |