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 |
|---|---|---|
EVEREN SECURITIES INC1 year Filed as: EVEREN CAPITAL CORPORATION Service code 26 · EIN 36-4019175 | Advisory (Participants) | $100,722 |
Service code 13 · EIN 31-1360674 | Contract Administrator | $78,706 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $8,026 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $286,482 | $61,272+367.6% | $149,673+91.4% | $71,457+300.9% |
| Participation rate | 97.1% | 62.5%+34.6pp | 78.8%+18.3pp | 67.9%+29.1pp |
| Annual return | 19.13% | 35.85%-16.7pp | 134.42%-115.3pp | 28.85%-9.7pp |
| Employer contribution / active EE | $9,724 | $2,378+308.8% | $4,818+101.8% | $2,588+275.8% |
| Participant deferral / active EE | $15,742 | $2,917+439.6% | $5,680+177.2% | $4,289+267.1% |
| Admin fee / account holder | $932 | $1,261-26.1% | $13,210-92.9% | $1,587-41.3% |