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 | $13,942 |
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 | $42,495 | $70,115-39.4% | $70,515-39.7% | $80,160-47.0% |
| Participation rate | 32.5% | 71.7%-39.2pp | 68.3%-35.9pp | 72.9%-40.4pp |
| Annual return | 19.35% | 134.51%-115.2pp | 32.77%-13.4pp | 40.38%-21.0pp |
| Employer contribution / active EE | $426 | $3,021-85.9% | $2,973-85.7% | $2,978-85.7% |
| Participant deferral / active EE | $1,652 | $4,495-63.2% | $4,567-63.8% | $5,017-67.1% |
| Admin fee / account holder | $26 | $112-76.4% | $6,412-99.6% | $145-81.7% |