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 60 · EIN 04-2647786 | Sub-TA Fees | $31,753 |
Filed as: BARNES DENNIG Service code 10 · EIN 31-1119890 | Accounting | $11,010 |
MATRIX TRUST COMPANY2 years Service code 16 · EIN 75-3182674 | Consulting | $10,904 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,397 | $50,815+160.5% | $155,509-14.9% | $77,643+70.5% |
| Participation rate | 88.4% | 63.1%+25.3pp | 78.2%+10.2pp | 70.6%+17.8pp |
| Annual return | 13.76% | 34.80%-21.0pp | 64.67%-50.9pp | 31.24%-17.5pp |
| Employer contribution / active EE | $3,803 | $1,993+90.8% | $4,672-18.6% | $2,726+39.5% |
| Participant deferral / active EE | $5,619 | $2,822+99.1% | $5,626-0.1% | $4,647+20.9% |
| Admin fee / account holder | $309 | $437-29.2% | $15,912-98.1% | $430-28.2% |