Filed August 13, 2019 (most recent of 3 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $108,543 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $21,053 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,302 | $129,021-12.2% | $184,203-38.5% | $77,643+45.9% |
| Participation rate | 99.4% | 87.3%+12.1pp | 86.8%+12.6pp | 70.6%+28.8pp |
| Annual return | 15.76% | 33.27%-17.5pp | 28.81%-13.1pp | 31.24%-15.5pp |
| Employer contribution / active EE | $2,652 | $4,413-39.9% | $6,427-58.7% | $2,726-2.7% |
| Participant deferral / active EE | $6,723 | $7,297-7.9% | $9,131-26.4% | $4,647+44.7% |
| Admin fee / account holder | $191 | $254-24.9% | $13,901-98.6% | $430-55.7% |