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.5+ years Service code 13 · EIN 39-1955089 | Contract Administrator | $4,103 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $37,139 | $35,949+3.3% | $88,538-58.1% | $65,185-43.0% |
| Participation rate | 56.4% | 56.4%0pp | 68.7%-12.3pp | 70.2%-13.8pp |
| Annual return | 23.42% | 47.52%-24.1pp | 43.64%-20.2pp | 29.38%-6.0pp |
| Employer contribution / active EE | $299 | $1,047-71.4% | $2,098-85.7% | $2,177-86.2% |
| Participant deferral / active EE | $1,313 | $1,870-29.8% | $2,914-54.9% | $3,514-62.6% |
| Admin fee / account holder | $52 | $496-89.5% | $4,310-98.8% | $847-93.9% |