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 |
|---|---|---|
MATRIX TRUST COMPANY1 year Service code 19 4 CHASE METROTECH CENTER · BROOKLYN, NY 11245 | Securities Custodian | $23,269 |
Filed as: UBS Service code 51 800 SHADES CREEK PARKWAY · BIRMINGHAM, AL 35209 | Investment Mgmt Fees | $12,378 |
Service code 15 229 FURY'S FERRY ROAD · AUGUSTA, GA 30907 | Recordkeeping | $2,205 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $40,683 | $65,376-37.8% | $87,100-53.3% | $65,185-37.6% |
| Participation rate | 99.1% | 75.3%+23.8pp | 76.9%+22.3pp | 70.2%+28.9pp |
| Annual return | 20.63% | 31.27%-10.6pp | 28.19%-7.6pp | 29.38%-8.7pp |
| Employer contribution / active EE | $1,516 | $1,822-16.8% | $2,521-39.9% | $2,177-30.4% |
| Participant deferral / active EE | $2,291 | $3,388-32.4% | $4,049-43.4% | $3,514-34.8% |
| Admin fee / account holder | $307 | $520-41.0% | $7,497-95.9% | $847-63.8% |