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 | $38,728 |
Service code 15 · EIN 16-1503696 | Recordkeeping | $6,436 |
MATRIX TRUST COMPANY2 years Filed as: MATRIX TRUST CO Service code 19 · EIN 75-3182674 | Securities Custodian | $5,201 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $122,223 | $102,553+19.2% | $151,611-19.4% | $66,914+82.7% |
| Participation rate | 91.3% | 85.5%+5.8pp | 87.5%+3.8pp | 69.8%+21.5pp |
| Annual return | -8.50% | -10.82%+2.3pp | 3.33%-11.8pp | 1.58%-10.1pp |
| Employer contribution / active EE | $5,434 | $4,180+30.0% | $6,166-11.9% | $2,544+113.6% |
| Participant deferral / active EE | $4,359 | $6,641-34.4% | $8,363-47.9% | $4,237+2.9% |
| Admin fee / account holder | $387 | $630-38.6% | $11,616-96.7% | $593-34.8% |