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 |
|---|---|---|
UNION BANK & TRUST COMPANY3+ years Service code 12 PO BOX 82535 · LINCOLN, NE 685012535 | Trustee (bank, trust company, or simi... | $20,690 |
MATRIX CLEARANCE AND SETTLEMENT3+ years Filed as: MATRIX CLEARENCE AND SETTLEMENT Service code 33 · EIN 13-4046432 | Sub-transfer agency fees; Securities ... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $25,938 | $46,297-44.0% | $71,671-63.8% | $62,292-58.4% |
| Participation rate | 91.7% | 60.6%+31.1pp | 68.7%+23.0pp | 69.5%+22.2pp |
| Annual return | 14.83% | 22.32%-7.5pp | 20.65%-5.8pp | 28.90%-14.1pp |
| Employer contribution / active EE | $298 | $1,412-78.9% | $2,460-87.9% | $2,042-85.4% |
| Participant deferral / active EE | $1,848 | $2,235-17.3% | $3,438-46.3% | $3,169-41.7% |
| Admin fee / account holder | $129 | $461-71.9% | $5,558-97.7% | $479-73.0% |