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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KRAVITZ, LLC Service code 17 · EIN 82-3719843 | Pension Consulting | $42,960 |
MATRIX TRUST COMPANY1 year Filed as: MATRIX TRUST Service code 15 · EIN 46-3670937 | Recordkeeping | $16,410 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $0 | $409,661-100.0% | $305,030-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.7%-44.7pp | 1.7%-1.7pp |
| Annual return | 3.84% | 6915.14%-6911.3pp | 380.66%-376.8pp | 627.08%-623.2pp |
| Employer contribution / active EE | $44,385 | $39,618+12.0% | $45,083-1.5% | $18,824+135.8% |
| Participant deferral / active EE | $0 | $161-100.0% | $272-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $12,800-100.0% | $1,923-100.0% |