Filed August 24, 2023 (most recent of 2 filings on file)
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 5-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 |
|---|---|---|
Filed as: QUINTES ADMINISTRATIVE & INSURANCE Service code 49 1961 MAIN STREET · WATSONVILLE, CA 95076 | Other Services | $28,628 |
Filed as: QUINTES FINANCIAL SERVICES LLC Service code 99 · EIN 35-2584032 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $43,067 | $56,485-23.8% | $185,823-76.8% | $86,799-50.4% |
| Participation rate | 33.0% | 65.5%-32.4pp | 81.7%-48.7pp | 72.3%-39.2pp |
| Annual return | 79.28% | 118.04%-38.8pp | 122.05%-42.8pp | 97.91%-18.6pp |
| Employer contribution / active EE | $3 | $1,843-99.9% | $5,167-100.0% | $2,405-99.9% |
| Participant deferral / active EE | $2,263 | $2,553-11.4% | $5,568-59.4% | $4,131-45.2% |
| Admin fee / account holder | $219 | $150+46.4% | $16,237-98.7% | $170+29.2% |