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 9-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 |
|---|---|---|
Filed as: STANLEY BENEFIT SERVICES, INC Service code 11 · EIN 20-4006400 | Actuarial | $97,319 |
MATRIX TRUST COMPANY2 years Filed as: MATRIX TRUST COMPANY. Service code 21 · EIN 27-3169253 | Bank Trustee | $23,751 |
FUND DIRECT ADVISORS1 year Filed as: FUNDS DIRECT ADVISORS Service code 28 · EIN 37-3584365 | Investment Management | $18,750 |
Filed as: MID-ATLANTIC Service code 21 · EIN 25-1409618 | Bank Trustee | $18,250 |
See 1 actuary disclosure. $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.
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 | $46,984-100.0% | $56,546-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 5.6%-5.6pp | 50.6%-50.6pp | 5.6%-5.6pp |
| Annual return | -16.40% | 39.77%-56.2pp | -11.22%-5.2pp | 39.77%-56.2pp |
| Employer contribution / active EE | $0 | $19,959-100.0% | $32,882-100.0% | $19,959-100.0% |
| Participant deferral / active EE | $0 | $614-100.0% | $579-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $1,473-100.0% | $62-100.0% |