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 |
|---|---|---|
UNION BANK & TRUST COMPANY11+ years Service code 12 · EIN 47-0321480 | Trustee (bank, trust company, or simi... | $136,860 |
MATRIX CLEARANCE AND SETTLEMENT11+ years Filed as: MATRIX CLEARENCE AND SETTLEMENT Service code 33 · EIN 13-4046432 | Securities brokerage; Sub-transfer ag... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,366 | $88,581+96.8% | $145,661+19.7% | $74,304+134.7% |
| Participation rate | 98.5% | 64.9%+33.5pp | 77.2%+21.2pp | 60.3%+38.1pp |
| Annual return | 15.80% | 34.30%-18.5pp | 101.46%-85.7pp | 29.43%-13.6pp |
| Employer contribution / active EE | $6,384 | $2,612+144.4% | $4,238+50.7% | $2,241+184.9% |
| Participant deferral / active EE | $6,385 | $4,151+53.8% | $7,198-11.3% | $3,767+69.5% |
| Admin fee / account holder | $554 | $2,953-81.2% | $12,466-95.6% | $2,969-81.3% |