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 |
|---|---|---|
Service code 26 · EIN 23-2286563 | Advisory (Participants) | $73,945 |
Service code 13 · EIN 56-2263714 | Contract Administrator | $13,030 |
MATRIX TRUST COMPANY3 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,435 | $75,923+116.6% | $102,423+60.5% | - |
| Participation rate | 88.9% | 71.4%+17.5pp | 76.5%+12.4pp | - |
| Annual return | 16.11% | 15.12%+1.0pp | 29.32%-13.2pp | - |
| Employer contribution / active EE | $1,566 | $2,206-29.0% | $3,023-48.2% | - |
| Participant deferral / active EE | $3,389 | $4,258-20.4% | $5,053-32.9% | - |
| Admin fee / account holder | $737 | $11,449-93.6% | $9,451-92.2% | - |