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 COMPANY2 years Service code 19 4 CHASE METROTECH CENTER · BROOKLYN, NY 11245 | Securities Custodian | $26,309 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS Service code 51 800 SHADES CREEK PARKWAY · BIRMINGHAM, AL 35209 | Investment Mgmt Fees | $9,546 |
RETIREMENT STRATEGIES, INC.2 years Service code 15 229 FURY'S FERRY ROAD · AUGUSTA, GA 30907 | Recordkeeping | $175 |
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 | $47,129 | $73,638-36.0% | $95,952-50.9% | $73,488-35.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 77.1%+22.9pp | 70.7%+29.3pp |
| Annual return | 12.19% | 16.78%-4.6pp | 91.61%-79.4pp | 28.51%-16.3pp |
| Employer contribution / active EE | $1,649 | $1,863-11.5% | $2,541-35.1% | $2,270-27.4% |
| Participant deferral / active EE | $2,485 | $3,617-31.3% | $4,167-40.4% | $3,740-33.5% |
| Admin fee / account holder | $285 | $482-40.8% | $6,795-95.8% | $513-44.4% |