See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
MATRIX TRUST COMPANY1 year Service code 15 · EIN 75-3182674 | Recordkeeping | $27,580 |
SAGEVIEW ADVISORY GROUP, LLC3+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 233 S. WACKER DR. · CHICAGO, IL 60606 | Advisory (Plan) | $16,593 |
GRANT THORNTON LLP1 year Service code 10 · EIN 36-6055558 | Accounting | $9,530 |
MCCREADY & KEENE INC.1 year Service code 15 · EIN 35-0500670 | Recordkeeping | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,893 | $44,221+42.2% | $121,196-48.1% | $56,287+11.7% |
| Participation rate | 74.8% | 61.1%+13.7pp | 71.7%+3.0pp | 69.9%+4.9pp |
| Annual return | 10.38% | -3.58%+14.0pp | 16.93%-6.5pp | -9.96%+20.3pp |
| Employer contribution / active EE | $1,703 | $1,480+15.1% | $4,022-57.6% | $2,111-19.3% |
| Participant deferral / active EE | $2,660 | $2,521+5.5% | $3,344-20.5% | $3,350-20.6% |
| Admin fee / account holder | $206 | $480-57.2% | $5,019-95.9% | $521-60.5% |