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 |
|---|---|---|
BLUESTAR RETIREMENT SERVICES3 years Filed as: BLUESTAR RETIREMENT SERVICES, INC. Service code 12 · EIN 59-3092339 | Direct payment from the plan; Recordk... | $13,743 |
Filed as: IRON FIDUCIARY Service code 27 · EIN 43-1270780 | Advisory (Plan) | $3,700 |
MATRIX TRUST COMPANY2 years Service code 19 · EIN 75-3182674 | Securities Custodian | $977 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $32,064 | $95,416-66.4% | $185,823-82.7% | $85,850-62.7% |
| Participation rate | 54.1% | 68.8%-14.6pp | 81.7%-27.6pp | 69.3%-15.2pp |
| Annual return | 15.54% | 23.59%-8.0pp | 122.05%-106.5pp | 318.53%-303.0pp |
| Employer contribution / active EE | $910 | $3,314-72.5% | $5,167-82.4% | $2,565-64.5% |
| Participant deferral / active EE | $1,131 | $3,423-67.0% | $5,568-79.7% | $3,952-71.4% |
| Admin fee / account holder | $279 | $7,213-96.1% | $16,237-98.3% | $6,260-95.5% |