See peer percentile detail. $4.99 for your first month.
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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 | $36,635 |
MATRIX TRUST COMPANY1 year Filed as: MG TRUST CO. DBA MATRIX TRUST CO Service code 15 · EIN 75-3182674 | Recordkeeping | $9,667 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $91,337 | $60,165+51.8% | $74,183+23.1% | $55,167+65.6% |
| Participation rate | 90.9% | 74.2%+16.7pp | 76.6%+14.2pp | 69.0%+21.9pp |
| Annual return | 7.52% | 10.00%-2.5pp | 17.74%-10.2pp | 169.23%-161.7pp |
| Employer contribution / active EE | $3,118 | $1,600+94.9% | $2,370+31.6% | $1,963+58.9% |
| Participant deferral / active EE | $6,560 | $2,973+120.7% | $3,550+84.8% | $3,054+114.8% |
| Admin fee / account holder | $225 | $419-46.3% | $5,586-96.0% | $504-55.3% |