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 |
|---|---|---|
Filed as: HEALTH SERVICES & BENEFITS ADMIN. Service code 13 · EIN 94-3089465 | Contract Administrator | $35,400 |
MILLER KAPLAN ARASE LLP8+ years Service code 10 · EIN 95-2036255 | Accounting | $10,885 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $779,308-100.0% | $748,470-100.0% | $350,408-100.0% |
| Participation rate | 0.0% | 27.7%-27.7pp | 21.7%-21.7pp | 44.4%-44.4pp |
| Annual return | 40.36% | -0.99%+41.4pp | 0.46%+39.9pp | -14.65%+55.0pp |
| Employer contribution / active EE | $0 | $40,624-100.0% | $35,480-100.0% | $46,320-100.0% |
| Participant deferral / active EE | $0 | $131-100.0% | $231-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $32,803-100.0% | $29,938-100.0% | $14,631-100.0% |