Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $59,848 |
Filed as: QBOX Service code 27 · EIN 46-2486380 | Advisory (Plan) | $12,085 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,515 | $47,766-67.5% | $82,763-81.3% | $64,824-76.1% |
| Participation rate | 86.9% | 67.7%+19.2pp | 72.6%+14.4pp | 71.5%+15.4pp |
| Annual return | -12.48% | -13.06%+0.6pp | 702.45%-714.9pp | 32.84%-45.3pp |
| Employer contribution / active EE | $1,101 | $2,182-49.5% | $3,008-63.4% | $2,507-56.1% |
| Participant deferral / active EE | $3,394 | $3,332+1.9% | $4,395-22.8% | $4,311-21.3% |
| Admin fee / account holder | $187 | $143+30.5% | $5,325-96.5% | $188-0.7% |