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 | $12,576 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,272 | $81,357-40.7% | $75,972-36.5% | $199,593-75.8% |
| Participation rate | 35.9% | 69.9%-34.0pp | 69.1%-33.1pp | 72.0%-36.0pp |
| Annual return | 15.83% | 16.32%-0.5pp | 359.55%-343.7pp | 34.25%-18.4pp |
| Employer contribution / active EE | $456 | $3,341-86.4% | $2,685-83.0% | $3,034-85.0% |
| Participant deferral / active EE | $1,753 | $4,710-62.8% | $4,255-58.8% | $5,087-65.5% |
| Admin fee / account holder | $24 | $144-83.7% | $6,467-99.6% | $269-91.2% |