Filed November 4, 2016
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 7-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 |
|---|---|---|
Service code 12 · EIN 47-0098400 | Other services; Recordkeeping and inf... | $18,232 |
BKS RETIREMENT SERVICES1 year Filed as: BKS FINANCIAL INVESTMENTS LLC Service code 27 · EIN 84-1921272 | Advisory (Plan) | $5,288 |
MATRIX TRUST COMPANY5 years Service code 19 · EIN 75-3182674 | Securities Custodian | $597 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,555 | $65,908-68.8% | $81,812-74.9% | $77,643-73.5% |
| Participation rate | 22.2% | 65.8%-43.6pp | 72.3%-50.1pp | 70.6%-48.4pp |
| Annual return | 11.99% | 26.64%-14.7pp | 773.79%-761.8pp | 31.24%-19.3pp |
| Employer contribution / active EE | $201 | $2,370-91.5% | $2,912-93.1% | $2,726-92.6% |
| Participant deferral / active EE | $853 | $3,505-75.7% | $4,319-80.3% | $4,647-81.7% |
| Admin fee / account holder | $206 | $526-60.8% | $7,386-97.2% | $430-52.1% |