Filed July 1, 1994
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
BENEFITS MANAGEMENT, INC.1+ years Service code 15 · EIN 22-2940440 | Recordkeeping | $9,036 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $10,934 | $68,413-84.0% | $123,104-91.1% | $55,191-80.2% |
| Participation rate | 91.0% | 84.5%+6.4pp | 86.8%+4.2pp | 69.2%+21.8pp |
| Annual return | 10.20% | 6.30%+3.9pp | 13.22%-3.0pp | 10.78%-0.6pp |
| Employer contribution / active EE | $578 | $3,050-81.0% | $5,151-88.8% | $1,899-69.5% |
| Participant deferral / active EE | $0 | $4,490-100.0% | $6,230-100.0% | $3,046-100.0% |
| Admin fee / account holder | $17 | $88-80.6% | $9,015-99.8% | $91-81.2% |