Filed March 15, 2022
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 COMPANY2+ years Service code 12 · EIN 47-0321480 | Recordkeeping fees; Participant commu... | $16,347 |
MATRIX CLEARANCE AND SETTLEMENT2+ years Filed as: MATRIX CLEARENCE AND SETTLEMENT Service code 33 · EIN 13-4046432 | Sub-transfer agency fees; Securities ... | $0 |
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 | $45,687 | $37,044+23.3% | $71,796-36.4% | $57,658-20.8% |
| Participation rate | 81.3% | 61.1%+20.2pp | 69.1%+12.2pp | 70.2%+11.1pp |
| Annual return | 8.67% | 12.64%-4.0pp | 78.04%-69.4pp | 5.13%+3.5pp |
| Employer contribution / active EE | $894 | $720+24.1% | $1,924-53.6% | $1,974-54.7% |
| Participant deferral / active EE | $2,678 | $1,974+35.7% | $2,794-4.2% | $3,061-12.5% |
| Admin fee / account holder | $55 | $101-45.3% | $4,815-98.9% | $95-41.6% |