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 | $13,789 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $55,722 | $94,876-41.3% | $82,389-32.4% | $102,872-45.8% |
| Participation rate | 34.8% | 70.6%-35.8pp | 69.5%-34.7pp | 73.0%-38.2pp |
| Annual return | 18.87% | 17.83%+1.0pp | 28.67%-9.8pp | 19.06%-0.2pp |
| Employer contribution / active EE | $462 | $3,789-87.8% | $2,517-81.6% | $3,526-86.9% |
| Participant deferral / active EE | $1,789 | $4,496-60.2% | $4,155-56.9% | $5,535-67.7% |
| Admin fee / account holder | $26 | $214-87.8% | $7,231-99.6% | $292-91.0% |