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 |
|---|---|---|
MFA INCORPORATED4+ years Service code 30 · EIN 43-0415080 | Employee (plan sponsor); Other servic... | $168,991 |
AON CONSULTING4+ years Filed as: AON HEWITT Service code 11 · EIN 36-2235791 | Actuarial | $132,240 |
MATRIX TRUST COMPANY4+ years Filed as: MATRIX FINANCIAL CONSULTANTS Service code 19 · EIN 20-1591048 | Securities Custodian | $59,068 |
CORRELL CO.4+ years Service code 15 · EIN 36-3492086 | Recordkeeping | $44,676 |
ADP BROKER-DEALER4+ years Filed as: PENSION CONSULTANTS Service code 27 · EIN 43-1685158 | Advisory (Plan) | $29,939 |
COLUMBIA EDP4+ years Service code 64 · EIN 43-0967777 | Recordkeeping Fees | $16,370 |
WILLIAMS KEEPERS LLC4+ years Service code 10 · EIN 43-1126847 | Accounting | $15,617 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $21,578,776-100.0% | $148,425-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.1%-35.1pp | 0.0%0pp |
| Annual return | -5.21% | 33.37%-38.6pp | 38.14%-43.4pp | 33.37%-38.6pp |
| Employer contribution / active EE | $4,994 | $11,253-55.6% | $34,245-85.4% | $11,253-55.6% |
| Participant deferral / active EE | $0 | $819-100.0% | $185-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $10,234-100.0% | $99,113-100.0% |