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.
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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 |
|---|---|---|
EVEREN SECURITIES INC3 years Filed as: EVEREN CAPITAL CORPORATION Service code 26 · EIN 36-4019175 | Advisory (Participants) | $83,895 |
Service code 13 · EIN 31-1360674 | Contract Administrator | $19,532 |
MATRIX TRUST COMPANY3 years Service code 19 · EIN 75-3182674 | Securities Custodian | $11,603 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $336,398 | $49,915+573.9% | $154,803+117.3% | $74,304+352.7% |
| Participation rate | 100.0% | 54.0%+46.0pp | 78.1%+21.9pp | 60.3%+39.7pp |
| Annual return | 13.28% | 34.06%-20.8pp | 58.88%-45.6pp | 29.43%-16.2pp |
| Employer contribution / active EE | $10,784 | $1,611+569.3% | $4,305+150.5% | $2,241+381.2% |
| Participant deferral / active EE | $16,202 | $2,255+618.6% | $5,540+192.4% | $3,767+330.1% |
| Admin fee / account holder | $821 | $2,189-62.5% | $14,329-94.3% | $2,969-72.3% |