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 COUNCIL4+ years Filed as: ADVISOR Service code 27 | Advisory (Plan) | $65,927 |
MATRIX TRUST COMPANY4+ years Filed as: MATRIX TRUST Service code 21 | Bank Trustee | $13,885 |
ELLIS BENEFITS GROUP, INC.4+ years Filed as: ELLIS AND WARD CONSULTING GROUP, IN Service code 11 · EIN 62-1417683 985 CORDOVA STATION · CORDOVA, TN 38018 | Actuarial | $13,765 |
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 | $13,319-100.0% | $94,563-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 33.3%-33.3pp | 17.9%-17.9pp | 13.0%-13.0pp |
| Annual return | 6.86% | 13.52%-6.7pp | 16.32%-9.5pp | 13.59%-6.7pp |
| Employer contribution / active EE | $115,876 | $21,708+433.8% | $31,806+264.3% | $14,592+694.1% |
| Participant deferral / active EE | $0 | $0 | $211-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $29,657-100.0% | $0 | $29,657-100.0% |