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.
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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 |
|---|---|---|
INTEGRITY ASSET MANAGEMENT3 years Filed as: INTEGRITY FINANCIAL Service code 26 · EIN 32-0123516 | Advisory (Participants) | $19,991 |
Service code 12 · EIN 82-1222973 | Plan Administrator; Other fees; Claim... | $18,365 |
BLUESTAR RETIREMENT SERVICES1 year Filed as: BLUESTAR RETIREMENT SERVICES, INC. Service code 12 · EIN 59-3092339 | Claims processing; Consulting (pensio... | $5,194 |
MATRIX TRUST COMPANY1 year Filed as: MATRIX TRUST COMPANY (PHOENIX) Service code 19 · EIN 75-3182674 | Securities Custodian | $1,538 |
MATRIX TRUST COMPANY2 years Service code 19 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $104,138 | $62,581+66.4% | $124,672-16.5% | $86,799+20.0% |
| Participation rate | 6.9% | 56.9%-50.0pp | 74.6%-67.7pp | 72.3%-65.4pp |
| Annual return | 14.00% | 26.67%-12.7pp | 5142.93%-5128.9pp | 97.91%-83.9pp |
| Employer contribution / active EE | $221 | $1,604-86.2% | $3,324-93.3% | $2,405-90.8% |
| Participant deferral / active EE | $517 | $2,725-81.0% | $4,614-88.8% | $4,131-87.5% |
| Admin fee / account holder | $1,366 | $170+705.4% | $7,493-81.8% | $170+705.8% |