Filed January 17, 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 |
|---|---|---|
PENSION INC.3+ years Service code 13 · EIN 39-1955089 | Contract Administrator | $3,642 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $41,100 | $40,479+1.5% | $78,210-47.4% | $62,292-34.0% |
| Participation rate | 43.7% | 54.6%-10.9pp | 68.7%-25.0pp | 69.5%-25.8pp |
| Annual return | 20.34% | 66.31%-46.0pp | 40.90%-20.6pp | 28.90%-8.6pp |
| Employer contribution / active EE | $231 | $1,024-77.4% | $2,034-88.6% | $2,042-88.7% |
| Participant deferral / active EE | $1,019 | $1,718-40.7% | $2,823-63.9% | $3,169-67.9% |
| Admin fee / account holder | $59 | $376-84.4% | $3,758-98.4% | $479-87.7% |