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.6+ years Service code 13 · EIN 39-1955089 | Contract Administrator | $4,545 |
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).
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 | $44,187 | $50,082-11.8% | $93,406-52.7% | $79,858-44.7% |
| Participation rate | 59.4% | 60.9%-1.5pp | 66.8%-7.4pp | 69.6%-10.3pp |
| Annual return | 23.65% | 24.59%-0.9pp | 78.05%-54.4pp | 31.71%-8.1pp |
| Employer contribution / active EE | $359 | $1,303-72.5% | $2,075-82.7% | $2,471-85.5% |
| Participant deferral / active EE | $1,702 | $2,212-23.1% | $3,126-45.5% | $3,740-54.5% |
| Admin fee / account holder | $53 | $3,454-98.5% | $5,230-99.0% | $5,306-99.0% |