Filed June 28, 2023 (most recent of 2 filings on file)
Total covered: 16 employees
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 | $1,303 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,556 | $50,199+144.1% | $70,092+74.9% | $66,914+83.2% |
| Participation rate | 58.6% | 66.3%-7.8pp | 70.5%-11.9pp | 69.8%-11.2pp |
| Annual return | -16.75% | -13.85%-2.9pp | 190.73%-207.5pp | 1.58%-18.3pp |
| Employer contribution / active EE | $8,505 | $1,864+356.3% | $2,559+232.4% | $2,544+234.3% |
| Participant deferral / active EE | $6,559 | $3,112+110.8% | $3,849+70.4% | $4,237+54.8% |
| Admin fee / account holder | $116 | $600-80.7% | $6,267-98.2% | $593-80.5% |