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 |
|---|---|---|
USI CONSULTING GROUP4 years Service code 11 · EIN 06-1053228 | Actuarial | $112,516 |
MATRIX TRUST COMPANY10+ years Filed as: MG TRUST CO D/B/A MATRIX TRUST Service code 21 · EIN 75-3182674 | Bank Trustee | $34,346 |
REHMANN ROBSON10+ years Filed as: REHMANN ROBSON LLC Service code 11 · EIN 38-3635706 | Actuarial | $12,399 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,198-100.0% | $342,274-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 14.4%-14.4pp | 11.0%-11.0pp |
| Annual return | 6.05% | 10.25%-4.2pp | 8.34%-2.3pp | 8.23%-2.2pp |
| Employer contribution / active EE | $17,316 | $16,685+3.8% | $30,799-43.8% | $13,859+24.9% |
| Participant deferral / active EE | $0 | $728-100.0% | $252-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $47,069-100.0% | $1,652-100.0% |