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 |
|---|---|---|
MATRIX TRUST COMPANY1 year Service code 15 · EIN 75-3182674 717 17TH STREET, SUITE 1300 · DENVER, CO 80202 | Recordkeeping | $0 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 26 · EIN 26-4310632 55 E 52 ND STREET · NEW YORK, NY 10055 | Advisory (Participants) | $0 |
MATRIX TRUST COMPANY1 year Filed as: MSCS FINANCIAL SERVICES DIVISION Service code 15 · EIN 33-1151291 717 17TH STREET · DENVER, CO 80202 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value 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 | $539,685 | $89,355+504.0% | $141,162+282.3% | $72,985+639.4% |
| Participation rate | 95.1% | 75.1%+19.9pp | 82.5%+12.6pp | 69.5%+25.6pp |
| Annual return | 19.97% | 111.85%-91.9pp | 71.39%-51.4pp | 81.00%-61.0pp |
| Employer contribution / active EE | $13,881 | $3,114+345.7% | $4,735+193.2% | $2,440+468.9% |
| Participant deferral / active EE | $11,149 | $5,418+105.8% | $6,709+66.2% | $3,607+209.1% |
| Admin fee / account holder | $1,302 | $5,958-78.1% | $10,261-87.3% | $5,124-74.6% |