Filed January 23, 2025 (most recent of 2 filings on file)
Total covered: 3 employees
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 |
|---|---|---|
GCW CAPITAL, LLC4+ years Service code 27 · EIN 46-5416446 | Advisory (Plan) | $10,432 |
ACTUARIAL BENEFITS CORP1 year Filed as: ACTUARIAL CONSULTING SERVICES, INC. Service code 13 · EIN 16-1186135 200 JOHN JAMES AUDUBON PARKWAY · AMHERST, NY 14228 | Contract Administrator | $9,728 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,830 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $15,183 | $48,576-68.7% | $169,463-91.0% | $56,287-73.0% |
| Participation rate | 58.9% | 65.8%-6.9pp | 77.8%-18.8pp | 69.9%-10.9pp |
| Annual return | -6.43% | -2.51%-3.9pp | 1.83%-8.3pp | -9.96%+3.5pp |
| Employer contribution / active EE | $431 | $1,559-72.4% | $4,159-89.6% | $2,111-79.6% |
| Participant deferral / active EE | $1,348 | $3,275-58.8% | $5,277-74.4% | $3,350-59.7% |
| Admin fee / account holder | $153 | $435-64.8% | $9,109-98.3% | $521-70.6% |