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 8-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 |
|---|---|---|
BLUESTAR RETIREMENT SERVICES1 year Filed as: BLUESTAR RETIREMENT SERVICES, INC. Service code 12 · EIN 59-3092339 | Consulting (pension); Claims processi... | $166,323 |
INTEGRITY ASSET MANAGEMENT3 years Filed as: INTEGRITY FINANCIAL Service code 26 · EIN 32-0123516 | Advisory (Participants) | $38,581 |
Service code 12 · EIN 82-1222973 | Other fees; Direct payment from the p... | $12,901 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $1,668 |
TD AMERITRADE, INC.3 years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $482 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $1,746 | $29,516-94.1% | $77,482-97.7% | $90,288-98.1% |
| Participation rate | 96.2% | 33.7%+62.6pp | 54.2%+42.0pp | 73.4%+22.9pp |
| Annual return | 21.15% | 231.18%-210.0pp | 54.79%-33.6pp | 53.97%-32.8pp |
| Employer contribution / active EE | $0 | $381-100.0% | $986-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $1,103 | $944+16.8% | $1,861-40.7% | $4,232-73.9% |
| Admin fee / account holder | $59 | $106-44.3% | $2,858-97.9% | $114-48.3% |