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 |
|---|---|---|
Filed as: STANLEY BENEFIT SERVICES, INC Service code 11 · EIN 20-4006400 | Actuarial | $71,926 |
MATRIX TRUST COMPANY1 year Filed as: MATRIX TRUST COMPANY. Service code 21 · EIN 27-3169253 | Bank Trustee | $8,760 |
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.
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 | $82,186-100.0% | $97,450-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 41.9%-41.9pp | 3.6%-3.6pp |
| Annual return | 20.36% | 11.84%+8.5pp | 10.56%+9.8pp | 11.84%+8.5pp |
| Employer contribution / active EE | $7,628 | $17,339-56.0% | $28,542-73.3% | $17,339-56.0% |
| Participant deferral / active EE | $0 | $683-100.0% | $484-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $1,464-100.0% | $409-100.0% |