Filed July 15, 1
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 | $15,574 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $10,501 |
MY BENEFITS, LLC6 years Filed as: MY BENEFITS LLC Service code 13 · EIN 45-2098380 | Contract Administrator | $7,217 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUMSMITH BROWN, PC Service code 10 · EIN 22-2027092 | Accounting | $5,200 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,370 | $65,061-81.0% | $143,757-91.4% | $66,914-81.5% |
| Participation rate | 78.0% | 65.2%+12.8pp | 80.3%-2.4pp | 69.8%+8.1pp |
| Annual return | -16.79% | -11.14%-5.6pp | -0.04%-16.7pp | 1.58%-18.4pp |
| Employer contribution / active EE | $0 | $2,361-100.0% | $4,951-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,890 | $2,919-35.2% | $5,637-66.5% | $4,237-55.4% |
| Admin fee / account holder | $238 | $502-52.5% | $14,673-98.4% | $593-59.8% |