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 |
|---|---|---|
PENTEGRA SERVICES, INC.9+ years Service code 14 · EIN 13-3745616 | Plan Administrator | $265,747 |
NOVUS ADVISORS9+ years Service code 27 · EIN 80-0717897 | Advisory (Plan) | $105,213 |
NEEDLES & ASSOCIATES, LLC7 years Service code 10 · EIN 51-0435869 | Accounting | $23,053 |
MATRIX TRUST COMPANY3 years Filed as: MATRIX Service code 19 · EIN 75-3182674 | Securities Custodian | $12,381 |
BENEFIT SOURCE INC.8 years Service code 15 1629 EAST NORTH STREET · GREENVILLE, SC 29607 | Recordkeeping | $11,498 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,150 | $112,686-87.4% | $169,993-91.7% | $80,160-82.3% |
| Participation rate | 98.9% | 87.4%+11.5pp | 87.0%+11.9pp | 72.9%+25.9pp |
| Annual return | 9.93% | 67.04%-57.1pp | 53.37%-43.4pp | 40.38%-30.4pp |
| Employer contribution / active EE | $3,971 | $4,481-11.4% | $6,785-41.5% | $2,978+33.4% |
| Participant deferral / active EE | $305 | $7,876-96.1% | $10,408-97.1% | $5,017-93.9% |
| Admin fee / account holder | $211 | $99+113.0% | $12,815-98.4% | $145+45.6% |