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 COMPANY6+ years Service code 12 · EIN 47-0321480 | Participant communication; Recordkeep... | $80,590 |
MATRIX CLEARANCE AND SETTLEMENT6+ 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 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 | $83,976 | $60,488+38.8% | $109,895-23.6% | $79,386+5.8% |
| Participation rate | 95.3% | 67.0%+28.3pp | 74.2%+21.1pp | 70.7%+24.6pp |
| Annual return | 19.60% | 189.57%-170.0pp | 29.45%-9.9pp | 116.85%-97.3pp |
| Employer contribution / active EE | $1,060 | $1,649-35.7% | $2,842-62.7% | $2,427-56.3% |
| Participant deferral / active EE | $3,521 | $3,220+9.3% | $4,048-13.0% | $4,046-13.0% |
| Admin fee / account holder | $303 | $605-49.9% | $6,066-95.0% | $626-51.6% |