Filed January 11, 2023
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $11,310 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,765 | $63,321-48.3% | $68,791-52.4% | $77,904-57.9% |
| Participation rate | 33.1% | 71.1%-38.0pp | 69.0%-35.9pp | 73.7%-40.6pp |
| Annual return | -15.64% | -6.50%-9.1pp | -6.38%-9.3pp | 12.21%-27.9pp |
| Employer contribution / active EE | $393 | $2,794-85.9% | $2,655-85.2% | $2,848-86.2% |
| Participant deferral / active EE | $1,537 | $4,029-61.8% | $3,941-61.0% | $4,806-68.0% |
| Admin fee / account holder | $20 | $104-81.0% | $4,932-99.6% | $133-85.1% |