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 |
|---|---|---|
NWPS1 year Service code 13 · EIN 91-2090931 | Contract Administrator | $35,587 |
MATRIX TRUST COMPANY6+ years Filed as: MG TRUST CO D/B/A MATRIX TRUST CO Service code 19 · EIN 75-3182674 717 17TH STREET, SUITE 1300 · DENVER, CO 80202 | Securities Custodian | $5,464 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $27,464 | $58,879-53.4% | $178,490-84.6% | $73,488-62.6% |
| Participation rate | 98.7% | 66.2%+32.5pp | 81.9%+16.8pp | 70.7%+28.0pp |
| Annual return | 14.47% | 24.86%-10.4pp | 151.07%-136.6pp | 28.51%-14.0pp |
| Employer contribution / active EE | $1,989 | $2,236-11.1% | $5,011-60.3% | $2,270-12.4% |
| Participant deferral / active EE | $2,431 | $2,567-5.3% | $5,202-53.3% | $3,740-35.0% |
| Admin fee / account holder | $102 | $400-74.4% | $13,984-99.3% | $513-80.0% |