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 |
|---|---|---|
MATRIX TRUST COMPANY8+ years Filed as: MATRIX SETTLEMENT AND CLEARANCE SER Service code 19 · EIN 75-3182674 717 17TH STREET, SUITE 1300 · DENVER, CO 80202 | Securities Custodian | $36,698 |
CALIFORNIA PENSION ADMIN8+ years Service code 15 · EIN 95-2792979 1 ORCHARD ROAD STE 220 · LAKE FOREST, CA 92630 | Recordkeeping | $27,704 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,846 | $47,722-31.2% | $82,719-60.3% | $64,808-49.3% |
| Participation rate | 100.0% | 67.6%+32.4pp | 72.6%+27.4pp | 71.5%+28.5pp |
| Annual return | -15.27% | -13.05%-2.2pp | 701.18%-716.5pp | 32.82%-48.1pp |
| Employer contribution / active EE | $2,212 | $2,179+1.5% | $3,009-26.5% | $2,506-11.7% |
| Participant deferral / active EE | $3,529 | $3,329+6.0% | $4,395-19.7% | $4,310-18.1% |
| Admin fee / account holder | $53 | $143-62.6% | $5,329-99.0% | $188-71.5% |