Filed February 6, 2023
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 |
|---|---|---|
MCCREADY & KEENE INC.2 years Service code 15 · EIN 35-0500670 | Recordkeeping | $114,264 |
Filed as: CAMBRIDGE FINANCIAL Service code 27 3300 IRVINE AVE SUITE 385 · NEWPORT BEACH, CA 92660 | Advisory (Plan) | $39,472 |
MATRIX TRUST COMPANY1 year Service code 18 · EIN 75-3182674 | Finders' fees / placement fees; Direc... | $21,334 |
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 | $23,626 | $33,780-30.1% | $74,550-68.3% | $75,289-68.6% |
| Participation rate | 84.1% | 62.7%+21.5pp | 69.1%+15.0pp | 72.4%+11.7pp |
| Annual return | -5.41% | -1.24%-4.2pp | 32.53%-37.9pp | -0.04%-5.4pp |
| Employer contribution / active EE | $498 | $845-41.1% | $1,961-74.6% | $2,405-79.3% |
| Participant deferral / active EE | $1,366 | $1,890-27.7% | $3,108-56.1% | $3,739-63.5% |
| Admin fee / account holder | $99 | $86+14.1% | $5,060-98.1% | $102-3.7% |