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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $53,932 |
AMERITAS LIFE INSURANCE CORP4 years Filed as: AMERITAS INVESTMENT CORP Service code 16 · EIN 47-0663374 | Consulting | $33,377 |
Filed as: ONEAMERICA RETIREMENT SERVICES Service code 15 · EIN 46-5378846 | Recordkeeping | $3,134 |
MATRIX TRUST COMPANY1 year Service code 18 · EIN 75-3182674 | Trustee (directed); Other services; C... | $0 |
MATRIX TRUST COMPANY1 year Filed as: MSCS FINANCIAL SERVICES Service code 50 | Direct Payment | $0 |
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 | $67,698 | $58,879+15.0% | $178,490-62.1% | $73,488-7.9% |
| Participation rate | 75.6% | 66.2%+9.4pp | 81.9%-6.3pp | 70.7%+5.0pp |
| Annual return | 15.84% | 24.86%-9.0pp | 151.07%-135.2pp | 28.51%-12.7pp |
| Employer contribution / active EE | $3,406 | $2,236+52.3% | $5,011-32.0% | $2,270+50.1% |
| Participant deferral / active EE | $3,024 | $2,567+17.8% | $5,202-41.9% | $3,740-19.1% |
| Admin fee / account holder | $218 | $400-45.5% | $13,984-98.4% | $513-57.5% |