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 |
|---|---|---|
ADVISOR RESOURCE COUNCIL3+ years Filed as: ADVISOR Service code 27 | Advisory (Plan) | $60,993 |
MATRIX TRUST COMPANY3+ years Filed as: MATRIX TRUST Service code 21 | Bank Trustee | $13,074 |
ELLIS BENEFITS GROUP, INC.3+ years Filed as: ELLIS AND WARD CONSULTING GROUP, IN Service code 11 · EIN 62-1417683 985 CORDOVA STATION · CORDOVA, TN 38018 | Actuarial | $12,025 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $5,937-100.0% | $280,855-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 33.3%-33.3pp | 21.6%-21.6pp | 14.6%-14.6pp |
| Annual return | -3.23% | -3.90%+0.7pp | -0.70%-2.5pp | 10.56%-13.8pp |
| Employer contribution / active EE | $49,230 | $19,150+157.1% | $28,903+70.3% | $13,643+260.8% |
| Participant deferral / active EE | $0 | $169-100.0% | $148-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $3,354-100.0% | $1,852-100.0% | $3,354-100.0% |