Filed April 9, 2025
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 |
|---|---|---|
KEEL POINT CAPITAL LLC5 years Filed as: KEEL POINT, LLC Service code 26 · EIN 20-0166451 | Advisory (Participants) | $48,798 |
BLUESTAR RETIREMENT SERVICES6+ years Service code 12 · EIN 59-3092339 | Recordkeeping and information managem... | $19,646 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
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 | $72,712 | $100,801-27.9% | $149,696-51.4% | $73,409-1.0% |
| Participation rate | 85.1% | 77.7%+7.4pp | 82.5%+2.6pp | 72.2%+12.9pp |
| Annual return | 22.01% | 265.34%-243.3pp | 276.60%-254.6pp | 59.29%-37.3pp |
| Employer contribution / active EE | $3,637 | $3,312+9.8% | $4,644-21.7% | $2,234+62.8% |
| Participant deferral / active EE | $7,019 | $6,404+9.6% | $6,842+2.6% | $3,805+84.5% |
| Admin fee / account holder | $194 | $181+7.2% | $9,309-97.9% | $158+22.8% |