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 |
|---|---|---|
Filed as: AMERITAS Service code 12 · EIN 47-0098400 | Claims processing; Account maintenanc... | $242,916 |
INTEGRITY ASSET MANAGEMENT5 years Filed as: INTEGRITY FINANCIAL Service code 26 · EIN 32-0123516 | Advisory (Participants) | $56,368 |
Service code 12 · EIN 82-1222973 | Claims processing; Direct payment fro... | $21,693 |
MATRIX TRUST COMPANY2 years Filed as: MATRIX TRUST COMPANY (PHOENIX) Service code 19 · EIN 75-3182674 | Securities Custodian | $4,319 |
MATRIX TRUST COMPANY3 years Service code 19 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,793 | $26,906-89.6% | $61,373-95.4% | $77,904-96.4% |
| Participation rate | 93.1% | 33.4%+59.6pp | 52.6%+40.5pp | 73.7%+19.4pp |
| Annual return | -18.94% | -14.46%-4.5pp | 338.61%-357.5pp | 12.21%-31.1pp |
| Employer contribution / active EE | $0 | $521-100.0% | $1,159-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $1,376 | $1,180+16.6% | $2,125-35.2% | $4,806-71.4% |
| Admin fee / account holder | $99 | $117-15.6% | $2,130-95.4% | $133-25.5% |