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 |
|---|---|---|
Filed as: FIDELITY Service code 26 · EIN 04-3523567 | Advisory (Participants) | $46,617 |
BENCIVENGA WARD & COMPANY CPAS PC4 years Filed as: BENCIVENGA WARD COMPANY CPAS PC Service code 10 · EIN 13-3274930 | Accounting | $28,054 |
HARPER DANESH LLC9+ years Service code 11 · EIN 27-3395775 | Actuarial | $25,802 |
MATRIX TRUST COMPANY6 years Filed as: MATRIX TRUST CO Service code 27 · EIN 75-3182674 | Advisory (Plan) | $12,762 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $398,892-100.0% | $398,892-100.0% | $287,075-100.0% |
| Participation rate | 0.0% | 64.6%-64.6pp | 54.1%-54.1pp | 55.8%-55.8pp |
| Annual return | 5.46% | 8.32%-2.9pp | 8.55%-3.1pp | 24.42%-19.0pp |
| Employer contribution / active EE | $0 | $40,973-100.0% | $37,109-100.0% | $41,338-100.0% |
| Participant deferral / active EE | $0 | $20-100.0% | $18-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $77,551-100.0% | $77,551-100.0% | $22,079-100.0% |