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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.
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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 |
|---|---|---|
AMERITAS LIFE INSURANCE CORP2 years Service code 12 · EIN 47-0098400 | Other services; Consulting (pension);... | $8,859 |
Filed as: HEALTHEQUITY RETIREMENT SERVICES, L Service code 12 · EIN 82-1222973 | Other fees; Direct payment from the p... | $8,446 |
MATRIX TRUST COMPANY5 years Service code 19 · EIN 75-3182674 | Securities Custodian | $637 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,169 | $73,360-65.7% | $177,989-85.9% | $74,495-66.2% |
| Participation rate | 43.6% | 66.6%-23.0pp | 77.1%-33.4pp | 67.2%-23.6pp |
| Annual return | 9.97% | 17.49%-7.5pp | 294.48%-284.5pp | 1364.94%-1355.0pp |
| Employer contribution / active EE | $1,305 | $2,216-41.1% | $3,949-67.0% | $2,623-50.2% |
| Participant deferral / active EE | $2,116 | $4,513-53.1% | $6,276-66.3% | $4,346-51.3% |
| Admin fee / account holder | $128 | $1,808-92.9% | $10,363-98.8% | $1,942-93.4% |