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.2 years Service code 15 · EIN 35-0500670 | Recordkeeping | $21,391 |
MATRIX TRUST COMPANY1 year Filed as: MATRIX TRUST CO. Service code 18 · EIN 75-3182674 | Float revenue; Finders' fees / placem... | $4,134 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $50,587 | $73,102-30.8% | $123,544-59.1% | $56,287-10.1% |
| Participation rate | 91.5% | 74.3%+17.2pp | 82.3%+9.3pp | 69.9%+21.7pp |
| Annual return | -7.72% | 3.01%-10.7pp | 119.20%-126.9pp | -9.96%+2.2pp |
| Employer contribution / active EE | $6,277 | $2,977+110.9% | $4,628+35.6% | $2,111+197.3% |
| Participant deferral / active EE | $7,513 | $5,423+38.5% | $6,426+16.9% | $3,350+124.3% |
| Admin fee / account holder | $147 | $554-73.5% | $9,284-98.4% | $521-71.8% |