Filed June 5, 2007 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
MATRIX TRUST COMPANY1 year Filed as: MG TRUST CO. DBA MATRIX TRUST CO. Service code 18 · EIN 75-3182674 | Finders' fees / placement fees; Custo... | $838 |
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.
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 | $42,220 | $68,408-38.3% | $57,179-26.2% | $57,658-26.8% |
| Participation rate | 57.8% | 79.1%-21.3pp | 75.3%-17.5pp | 70.2%-12.4pp |
| Annual return | 7.43% | 8.51%-1.1pp | 14.59%-7.2pp | 5.13%+2.3pp |
| Employer contribution / active EE | $2,514 | $2,869-12.4% | $2,682-6.3% | $1,974+27.4% |
| Participant deferral / active EE | $1,142 | $2,903-60.7% | $3,096-63.1% | $3,061-62.7% |
| Admin fee / account holder | $6 | $70-91.0% | $3,139-99.8% | $95-93.3% |