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 10 PO BOX 339 · GASTONIA, NC 28056 | Accounting | $5,500 |
MAXUS PLAN SOLUTIONS6 years Service code 13 · EIN 45-4012897 15720 BRIXHAM HILL AVE · CHARLOTTE, NC 28277 | Contract Administrator | $4,348 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLIAGE, CO 80111 | Contract Administrator | $2,185 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $29,952 | $57,651-48.0% | $112,229-73.3% | $71,457-58.1% |
| Participation rate | 40.0% | 58.9%-18.9pp | 72.4%-32.4pp | 67.9%-27.9pp |
| Annual return | 17.09% | 18.32%-1.2pp | 30.20%-13.1pp | 28.85%-11.8pp |
| Employer contribution / active EE | $0 | $1,913-100.0% | $3,430-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $761 | $2,863-73.4% | $4,798-84.1% | $4,289-82.2% |
| Admin fee / account holder | $115 | $1,581-92.7% | $7,748-98.5% | $1,587-92.8% |