Filed October 6, 2020 (most recent of 5 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 |
|---|---|---|
LIONS STREET1 year Service code 27 515 CONGRESS AVE · AUSTIN, TX 78701 | Advisory (Plan) | $18,750 |
MCCREADY & KEENE INC.3+ years Filed as: MCCREADY AND KEENE INC. Service code 15 · EIN 35-0500670 | Recordkeeping | $17,666 |
NFPSI2+ years Service code 27 1250 CAPITAL OF TEXAS HWY S · AUSTIN, TX 78746 | Advisory (Plan) | $6,250 |
MATRIX TRUST COMPANY3+ years Filed as: MG TRUST CO. DBA MATRIX TRUST CO. Service code 18 · EIN 75-3182674 | Investment management fees paid direc... | $3,676 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $33,829 | $44,989-24.8% | $170,442-80.2% | $77,958-56.6% |
| Participation rate | 15.3% | 64.6%-49.3pp | 83.6%-68.3pp | 71.6%-56.4pp |
| Annual return | 16.79% | 19.61%-2.8pp | 205.93%-189.1pp | 20.87%-4.1pp |
| Employer contribution / active EE | $40 | $1,466-97.2% | $5,433-99.3% | $2,310-98.2% |
| Participant deferral / active EE | $404 | $2,208-81.7% | $4,939-91.8% | $3,537-88.6% |
| Admin fee / account holder | $243 | $69+251.8% | $13,880-98.3% | $97+149.1% |