Filed June 25, 2024
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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
DECIMAL, INC.6+ years Filed as: DECIMAL INC Service code 14 44 MONTGOMERY STREET · SAN FRANCISCO, CA 94104 | Plan Administrator | $19,883 |
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 | $45,473 | $106,028-57.1% | $146,958-69.1% | $77,643-41.4% |
| Participation rate | 67.1% | 78.4%-11.3pp | 82.2%-15.1pp | 70.6%-3.5pp |
| Annual return | 16.55% | 56.73%-40.2pp | 418.34%-401.8pp | 31.24%-14.7pp |
| Employer contribution / active EE | $1,319 | $4,063-67.5% | $4,933-73.3% | $2,726-51.6% |
| Participant deferral / active EE | $4,448 | $7,990-44.3% | $8,070-44.9% | $4,647-4.3% |
| Admin fee / account holder | $90 | $337-73.2% | $12,998-99.3% | $430-79.0% |