Filed October 23, 2017 (most recent of 5 filings on file)
Total covered: 92 employees
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 06-1050034 | Contract Administrator | $16,739 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,909 | $81,719+17.4% | $101,248-5.3% | $90,288+6.2% |
| Participation rate | 37.5% | 80.7%-43.3pp | 75.8%-38.3pp | 73.4%-35.9pp |
| Annual return | 13.49% | 337.64%-324.2pp | 46.47%-33.0pp | 53.97%-40.5pp |
| Employer contribution / active EE | $1,478 | $3,622-59.2% | $3,660-59.6% | $2,524-41.5% |
| Participant deferral / active EE | $2,832 | $3,310-14.4% | $4,370-35.2% | $4,232-33.1% |
| Admin fee / account holder | $22 | $162-86.2% | $5,945-99.6% | $114-80.5% |