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 |
|---|---|---|
ROGERS WEALTH GROUP, INC.6+ years Service code 15 1330 SUMMIT AVENUE · FORT WORTH, TX 76102 | Recordkeeping | $202,608 |
MATRIX TRUST COMPANY1 year Filed as: MATRIX TRUST COMPAY Service code 18 · EIN 75-3182674 | Custodial (securities); Trustee (bank... | $8,013 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $129,332 | $104,317+24.0% | $159,436-18.9% | $86,799+49.0% |
| Participation rate | 57.7% | 77.7%-20.0pp | 82.8%-25.2pp | 72.3%-14.6pp |
| Annual return | 14.62% | 26.32%-11.7pp | 263.57%-249.0pp | 97.91%-83.3pp |
| Employer contribution / active EE | $0 | $3,451-100.0% | $4,829-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $4,586 | $6,837-32.9% | $7,352-37.6% | $4,131+11.0% |
| Admin fee / account holder | $439 | $172+154.8% | $10,799-95.9% | $170+158.8% |