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 |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $18,904 |
MATRANGA & COMPANY1 year Filed as: MATRANGA AND COMPANY Service code 99 · EIN 11-1000111 | Other Fees | $12,800 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $74,638 | $55,636+34.2% | $81,983-9.0% | $73,488+1.6% |
| Participation rate | 60.2% | 62.3%-2.1pp | 69.2%-9.0pp | 70.7%-10.5pp |
| Annual return | 18.44% | 19.07%-0.6pp | 41.31%-22.9pp | 28.51%-10.1pp |
| Employer contribution / active EE | $0 | $1,625-100.0% | $2,498-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $4,069 | $2,762+47.3% | $3,722+9.3% | $3,740+8.8% |
| Admin fee / account holder | $127 | $493-74.3% | $5,664-97.8% | $513-75.3% |