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 |
|---|---|---|
MILLIMAN, INC.7+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $52,111 |
MORGAN STANLEY SMITH BARNEY7+ years Service code 27 · EIN 26-4310632 | Advisory (Plan) | $25,000 |
MATRIX TRUST COMPANY7+ years Filed as: MATRIX TRUST Service code 19 · EIN 75-3182674 | Securities Custodian | $16,975 |
Filed as: ESLER & VANDERSCHAFF Service code 23 2912 SPRINGBORO WEST RD · MORAINE, OH 45439 | Insurance services; Legal; Direct pay... | $430 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,682 | $62,581+75.3% | $124,672-12.0% | $86,799+26.4% |
| Participation rate | 89.3% | 56.9%+32.4pp | 74.6%+14.7pp | 72.3%+17.0pp |
| Annual return | 12.62% | 26.67%-14.1pp | 5142.93%-5130.3pp | 97.91%-85.3pp |
| Employer contribution / active EE | $4,437 | $1,604+176.6% | $3,324+33.5% | $2,405+84.5% |
| Participant deferral / active EE | $3,616 | $2,725+32.7% | $4,614-21.6% | $4,131-12.5% |
| Admin fee / account holder | $274 | $170+61.5% | $7,493-96.3% | $170+61.6% |