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 |
|---|---|---|
FINANCIAL INSIGHT CENTER1 year Service code 27 · EIN 27-2207344 | Advisory (Plan) | $25,591 |
Service code 12 · EIN 82-1222973 | Other fees; Direct payment from the p... | $11,632 |
BLUESTAR RETIREMENT SERVICES1 year Filed as: BLUESTAR RETIREMENT SERVICES, INC. Service code 12 · EIN 59-3092339 | Other services; Direct payment from t... | $6,835 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $1,027 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $369 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $51,212 | $54,590-6.2% | $81,930-37.5% | $73,488-30.3% |
| Participation rate | 87.6% | 68.3%+19.3pp | 72.0%+15.6pp | 70.7%+16.9pp |
| Annual return | 12.49% | 17.74%-5.2pp | 29.49%-17.0pp | 28.51%-16.0pp |
| Employer contribution / active EE | $1,836 | $1,636+12.2% | $4,310-57.4% | $2,270-19.1% |
| Participant deferral / active EE | $2,576 | $2,759-6.6% | $7,107-63.8% | $3,740-31.1% |
| Admin fee / account holder | $405 | $592-31.6% | $5,158-92.1% | $513-21.1% |