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 9-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 |
|---|---|---|
FUND DIRECT ADVISORS2 years Service code 27 · EIN 37-3584365 201 STATE STREET · GREENSBORO, NC 27408 | Advisory (Plan) | $25,000 |
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN TRUST Service code 11 · EIN 83-3455979 2525 HARRODSBURG ROAD · LEXINGTON, KY 40504 | Actuarial | $23,500 |
MATRIX TRUST COMPANY1 year Filed as: BROADRIDGE FINANCIAL SOLUTIONS Service code 21 · EIN 31-1151291 5 DAKOTA DRIVE · LAKE SUCCESS, NY 11042 | Bank Trustee | $7,548 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $0 | $49,655-100.0% | $205,371-100.0% | $49,655-100.0% |
| Participation rate | 0.0% | 17.1%-17.1pp | 53.4%-53.4pp | 17.1%-17.1pp |
| Annual return | 8.85% | 9.82%-1.0pp | 6.25%+2.6pp | 9.82%-1.0pp |
| Employer contribution / active EE | $0 | $13,587-100.0% | $26,962-100.0% | $13,587-100.0% |
| Participant deferral / active EE | $0 | $81-100.0% | $517-100.0% | $81-100.0% |
| Admin fee / account holder | $0 | $2,893-100.0% | $13,227-100.0% | $2,893-100.0% |