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 |
|---|---|---|
ASPIRE FINANCIAL SERVICES2+ years Filed as: ASPIRE Service code 14 | Plan Administrator | $25,691 |
CJM WEALTH MANAGEMENT2+ years Filed as: CJM Service code 27 · EIN 20-2817509 | Advisory (Plan) | $16,996 |
MATRIX TRUST COMPANY1 year Filed as: MG TRUST/MATRIX Service code 19 · EIN 20-1591048 | Securities Custodian | $12,800 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $20,315 | $36,916-45.0% | $156,549-87.0% | $57,658-64.8% |
| Participation rate | 41.4% | 63.4%-22.0pp | 84.0%-42.6pp | 70.2%-28.8pp |
| Annual return | 6.55% | 12.38%-5.8pp | 32.23%-25.7pp | 5.13%+1.4pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $237 | $1,926-87.7% | $4,871-95.1% | $3,061-92.3% |
| Admin fee / account holder | $239 | $82+190.0% | $13,027-98.2% | $95+153.1% |