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 15 · EIN 71-0294708 | Recordkeeping | $3,487 |
PENSION ASSURANCE LLP1 year Filed as: PENSION PLANNERS NORTHWEST Service code 13 · EIN 93-1160402 | Contract Administrator | $750 |
EMPLOYEE BENEFIT DESIGN1 year Filed as: EMPLOYEE BENEFIT DESIGN, INC. Service code 13 · EIN 93-0697623 | Contract Administrator | $700 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $21,419 | $72,404-70.4% | $110,238-80.6% | $64,186-66.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -6.09% | -6.29%+0.2pp | 314.74%-320.8pp | 7.63%-13.7pp |
| Employer contribution / active EE | $3,214 | $2,282+40.9% | $3,826-16.0% | $2,381+35.0% |
| Participant deferral / active EE | $6,149 | $3,469+77.2% | $4,672+31.6% | $3,470+77.2% |
| Admin fee / account holder | $48 | $5,664-99.2% | $8,547-99.4% | $4,888-99.0% |