Filed February 11, 2000
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
Service code 15 · EIN 41-1276678 | Recordkeeping | $52,939 |
MATRIX TRUST COMPANY1 year Filed as: MATRIX TRUST CO Service code 19 · EIN 75-3182674 | Securities Custodian | $5,519 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,779 | $121,341+8.6% | $189,513-30.5% | $79,386+66.0% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.8%+12.2pp | 70.7%+29.3pp |
| Annual return | 11.25% | 21.08%-9.8pp | 555.15%-543.9pp | 116.85%-105.6pp |
| Employer contribution / active EE | $4,730 | $3,915+20.8% | $6,162-23.2% | $2,427+94.8% |
| Participant deferral / active EE | $4,309 | $6,395-32.6% | $8,221-47.6% | $4,046+6.5% |
| Admin fee / account holder | $440 | $651-32.5% | $12,045-96.3% | $626-29.8% |