Filed September 29, 2022 (most recent of 5 filings on file)
Total covered: 2 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 |
|---|---|---|
UNITED BENEFITS GROUP2 years Service code 26 · EIN 01-0689331 | Advisory (Participants) | $6,083 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $19,792 | $107,440-81.6% | $105,738-81.3% | $55,725-64.5% |
| Participation rate | 70.2% | 55.5%+14.7pp | 76.3%-6.1pp | 70.9%-0.7pp |
| Annual return | -4.85% | -0.59%-4.3pp | 6.27%-11.1pp | 244.93%-249.8pp |
| Employer contribution / active EE | $0 | $1,448-100.0% | $3,268-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $2,089 | $2,171-3.8% | $4,080-48.8% | $3,356-37.7% |
| Admin fee / account holder | $41 | $283-85.6% | $6,913-99.4% | $115-64.5% |