Filed August 18, 2016
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 |
|---|---|---|
MCCREADY & KEENE INC.1 year Service code 15 · EIN 35-0500670 | Recordkeeping | $20,019 |
MATRIX TRUST COMPANY2 years Filed as: MG TRUST CO. DBA MATRIX TRUST CO. Service code 18 · EIN 75-3182674 | Finders' fees / placement fees; Float... | $3,372 |
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 | $45,546 | $80,753-43.6% | $136,294-66.6% | $62,292-26.9% |
| Participation rate | 100.0% | 73.5%+26.5pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 22.20% | 35.83%-13.6pp | 5155.94%-5133.7pp | 28.90%-6.7pp |
| Employer contribution / active EE | $7,242 | $2,884+151.1% | $4,695+54.2% | $2,042+254.6% |
| Participant deferral / active EE | $7,869 | $5,164+52.4% | $6,247+26.0% | $3,169+148.3% |
| Admin fee / account holder | $136 | $525-74.1% | $9,243-98.5% | $479-71.6% |