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 10-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 |
|---|---|---|
MATCH GRADE ADVISORS, LLC2 years Filed as: MATCH GRADE ADVISORS LLC Service code 27 · EIN 83-1832626 | Advisory (Plan) | $17,611 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,612 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $14,831 | $33,826-56.2% | $88,538-83.2% | $67,579-78.1% |
| Participation rate | 84.3% | 64.6%+19.7pp | 68.7%+15.6pp | 71.3%+13.0pp |
| Annual return | 29.77% | 68.24%-38.5pp | 43.64%-13.9pp | 378.56%-348.8pp |
| Employer contribution / active EE | $913 | $1,232-25.9% | $2,098-56.5% | $2,148-57.5% |
| Participant deferral / active EE | $1,761 | $2,089-15.7% | $2,914-39.6% | $3,539-50.3% |
| Admin fee / account holder | $118 | $134-11.9% | $4,310-97.3% | $142-17.2% |