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 |
|---|---|---|
Filed as: BENEFIT PROGRAM ADMINISTRATION Service code 14 · EIN 13-2501278 | Plan Administrator | $40,632 |
Filed as: HENNINGFIELD & ASSOCIATES, INC Service code 10 · EIN 54-2189926 | Accounting | $33,100 |
Filed as: WOHLNER KAPLON CUTLER HALFORD Service code 29 · EIN 83-2856417 | Legal | $16,689 |
Service code 27 · EIN 95-6055492 | Advisory (Plan) | $10,277 |
RAEL & LETSON5+ years Service code 16 · EIN 94-1701048 | Consulting | $5,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $563 | $51,288-98.9% | $81,983-99.3% | $73,409-99.2% |
| Participation rate | 100.0% | 64.0%+36.0pp | 69.2%+30.8pp | 72.2%+27.8pp |
| Annual return | 0.47% | 29.48%-29.0pp | 41.31%-40.8pp | 59.29%-58.8pp |
| Employer contribution / active EE | $222 | $1,487-85.0% | $2,498-91.1% | $2,234-90.0% |
| Participant deferral / active EE | $0 | $2,715-100.0% | $3,722-100.0% | $3,805-100.0% |
| Admin fee / account holder | $18 | $125-85.6% | $5,664-99.7% | $158-88.6% |