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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.
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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 |
|---|---|---|
MILLIMAN, INC.4 years Service code 15 · EIN 91-0675641 | Recordkeeping | $27,741 |
MATRIX TRUST COMPANY4 years Service code 19 · EIN 75-3182674 | Securities Custodian | $7,899 |
Service code 27 · EIN 41-1416330 | Advisory (Plan) | $5,040 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,799 | $51,197+132.0% | $82,719+43.6% | $66,914+77.5% |
| Participation rate | 64.2% | 67.8%-3.6pp | 72.6%-8.3pp | 69.8%-5.6pp |
| Annual return | -16.42% | -9.64%-6.8pp | 701.18%-717.6pp | 1.58%-18.0pp |
| Employer contribution / active EE | $367 | $2,611-86.0% | $3,009-87.8% | $2,544-85.6% |
| Participant deferral / active EE | $4,707 | $3,458+36.1% | $4,395+7.1% | $4,237+11.1% |
| Admin fee / account holder | $230 | $416-44.7% | $5,329-95.7% | $593-61.3% |