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 |
|---|---|---|
MATRIX TRUST COMPANY1+ years Filed as: MG TRUST CO. DBA MATRIX TRUST CO. Service code 18 · EIN 75-3182674 | Trustee (bank, trust company, or simi... | $1,240 |
WILMINGTON TRUST1+ years Filed as: WILMINGTON TRUST RETIREMENT Service code 18 · EIN 51-0099033 | Direct payment from the plan; Account... | $108 |
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 | $58,362 | $33,914+72.1% | $63,412-8.0% | $52,331+11.5% |
| Participation rate | 95.7% | 59.6%+36.1pp | 67.1%+28.5pp | 68.1%+27.5pp |
| Annual return | 3.01% | 3.22%-0.2pp | 4.04%-1.0pp | 4.54%-1.5pp |
| Employer contribution / active EE | $2,530 | $1,121+125.7% | $1,814+39.5% | $1,882+34.5% |
| Participant deferral / active EE | $2,415 | $1,733+39.3% | $2,496-3.2% | $3,022-20.1% |
| Admin fee / account holder | $14 | $353-96.0% | $3,753-99.6% | $592-97.6% |