Filed February 6, 2023
See peer percentile detail. $4.99 for your first month.
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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 |
|---|---|---|
MATRIX TRUST COMPANY3+ years Filed as: MG TRUST CO. DBA MATRIX TRUST CO. Service code 15 · EIN 75-3182674 | Recordkeeping | $80,569 |
MCCREADY & KEENE INC.1 year Service code 15 · EIN 35-0500670 | Recordkeeping | $42,242 |
Filed as: CAMBRIDGE FINANCIAL Service code 27 3300 IRVINE AVE SUITE 385 · NEWPORT BEACH, CA 92660 | Advisory (Plan) | $41,505 |
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 | $24,825 | $38,833-36.1% | $78,778-68.5% | $77,958-68.2% |
| Participation rate | 98.5% | 60.9%+37.6pp | 69.2%+29.3pp | 71.6%+26.9pp |
| Annual return | 15.24% | 20.31%-5.1pp | 35.62%-20.4pp | 20.87%-5.6pp |
| Employer contribution / active EE | $573 | $840-31.7% | $1,986-71.1% | $2,310-75.2% |
| Participant deferral / active EE | $1,532 | $1,776-13.7% | $2,958-48.2% | $3,537-56.7% |
| Admin fee / account holder | $64 | $89-28.2% | $5,134-98.8% | $97-34.4% |