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 7-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 |
|---|---|---|
BLUESTAR RETIREMENT SERVICES1 year Filed as: BLUESTAR RETIREMENT SERVICES, INC. Service code 12 · EIN 59-3092339 | Contract Administrator; Claims proces... | $14,702 |
BKS RETIREMENT SERVICES1 year Service code 26 · EIN 84-1921272 | Advisory (Participants) | $13,851 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $3,609 |
TD AMERITRADE, INC.3+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $781 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,088 | $99,957-48.9% | $149,696-65.9% | $73,488-30.5% |
| Participation rate | 74.8% | 75.7%-0.9pp | 82.5%-7.6pp | 70.7%+4.2pp |
| Annual return | 19.33% | 53.87%-34.5pp | 276.60%-257.3pp | 28.51%-9.2pp |
| Employer contribution / active EE | $1,448 | $3,191-54.6% | $4,644-68.8% | $2,270-36.2% |
| Participant deferral / active EE | $6,371 | $6,073+4.9% | $6,842-6.9% | $3,740+70.4% |
| Admin fee / account holder | $203 | $551-63.1% | $9,309-97.8% | $513-60.4% |