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 |
|---|---|---|
Filed as: FELDMAN BENEFIT SERVICES INC Service code 13 | Contract Administrator | $5,633 |
FELDMAN BENEFIT SERVICES, INC.3+ years Service code 13 871 MOUNTAIN AVE. · SPRINGFIELD, NJ 07081 | Contract Administrator | $2,315 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $950 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $38,670 | $46,173-16.2% | $170,442-77.3% | $69,631-44.5% |
| Participation rate | 32.3% | 63.9%-31.6pp | 83.6%-51.3pp | 70.7%-38.4pp |
| Annual return | 23.97% | 21.62%+2.3pp | 205.93%-182.0pp | 27571.02%-27547.1pp |
| Employer contribution / active EE | $339 | $1,610-78.9% | $5,433-93.8% | $2,032-83.3% |
| Participant deferral / active EE | $2,043 | $2,080-1.8% | $4,939-58.6% | $3,224-36.6% |
| Admin fee / account holder | $26 | $116-77.6% | $13,880-99.8% | $110-76.5% |