Filed January 4, 1995
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
MATRIX TRUST COMPANY1+ years Filed as: MATRIX TRUST Service code 24 · EIN 26-3523944 | Discretionary Trustee | $102,148 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES Service code 26 · EIN 13-2638166 | Advisory (Participants) | $25,928 |
RETIREMENT STRATEGIES, INC.1+ years Service code 12 · EIN 58-2380163 | Claims processing; Recordkeeping and ... | $12,313 |
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 | $38,293 | $50,498-24.2% | $75,781-49.5% | $55,191-30.6% |
| Participation rate | 67.5% | 69.4%-2.0pp | 75.8%-8.4pp | 69.2%-1.7pp |
| Annual return | -0.09% | 1.80%-1.9pp | 9.68%-9.8pp | 10.78%-10.9pp |
| Employer contribution / active EE | $409 | $2,291-82.2% | $3,323-87.7% | $1,899-78.5% |
| Participant deferral / active EE | $3,738 | $2,589+44.4% | $3,651+2.4% | $3,046+22.7% |
| Admin fee / account holder | $251 | $123+104.1% | $5,299-95.3% | $91+176.7% |