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 |
|---|---|---|
Service code 12 · EIN 82-1222973 | Named fiduciary; Direct payment from ... | $38,998 |
Filed as: AMERITAS Service code 12 · EIN 47-0098400 | Other services; Participant loan proc... | $20,136 |
MATRIX TRUST COMPANY2 years Filed as: MATRIX TRUST COMPANY (PHOENIX) Service code 19 · EIN 75-3182674 | Securities Custodian | $2,195 |
MATRIX TRUST COMPANY3 years Service code 19 | Securities Custodian | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,094 | $71,142-67.5% | $119,609-80.7% | $64,808-64.4% |
| Participation rate | 79.5% | 78.6%+0.8pp | 79.3%+0.2pp | 71.5%+8.0pp |
| Annual return | -16.62% | -10.01%-6.6pp | -14.97%-1.7pp | 32.82%-49.4pp |
| Employer contribution / active EE | $1,485 | $2,497-40.5% | $4,232-64.9% | $2,506-40.7% |
| Participant deferral / active EE | $3,442 | $4,490-23.3% | $5,602-38.6% | $4,310-20.1% |
| Admin fee / account holder | $203 | $162+25.3% | $10,323-98.0% | $188+8.2% |