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 |
|---|---|---|
ACTUARIAL BENEFITS CORP2 years Filed as: ACTUARIAL CONSULTING SERVICES Service code 13 · EIN 16-1186135 30 BRYANT WOODS NORTH · AMHERST, NY 14228 | Contract Administrator | $0 |
MATRIX TRUST COMPANY2 years Service code 15 · EIN 48-1205033 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,363 | $88,083-41.7% | $164,813-68.8% | $74,495-31.1% |
| Participation rate | 99.1% | 73.0%+26.1pp | 78.6%+20.5pp | 67.2%+31.9pp |
| Annual return | 13.34% | 17.26%-3.9pp | 69.93%-56.6pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $3,624 | $2,593+39.8% | $4,341-16.5% | $2,623+38.2% |
| Participant deferral / active EE | $2,706 | $4,498-39.8% | $6,031-55.1% | $4,346-37.7% |
| Admin fee / account holder | $206 | $2,234-90.8% | $12,690-98.4% | $1,942-89.4% |