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 6-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 |
|---|---|---|
SJS INVESTMENT CONSULTING INC1+ years Filed as: SJS INVESTMENTS Service code 27 6711 MONROE ST. BUILD IV · SYLVANIA, OH 43560 | Advisory (Plan) | $42,406 |
FINDLEY1+ years Filed as: FINDLEY DAVIES, INC. Service code 15 · EIN 34-1213174 | Recordkeeping | $6,598 |
MATRIX TRUST COMPANY1+ years Filed as: MATRIX TRUST Service code 21 · EIN 75-3182674 | Bank Trustee | $6,120 |
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 | $64,163 | $56,199+14.2% | $67,652-5.2% | $59,632+7.6% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -1.87% | 18505.31%-18507.2pp | 6625.04%-6626.9pp | 2041.28%-2043.2pp |
| Employer contribution / active EE | $1,078 | $1,614-33.2% | $2,266-52.4% | $2,203-51.1% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $427 | $3,958-89.2% | $4,821-91.1% | $4,297-90.1% |