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 | $22,866 |
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 | $95,968 | $88,770+8.1% | $109,143-12.1% | $93,030+3.2% |
| Participation rate | 29.9% | 81.5%-51.6pp | 75.9%-46.0pp | 73.9%-44.0pp |
| Annual return | 13.05% | 60.64%-47.6pp | 25.75%-12.7pp | 158.70%-145.6pp |
| Employer contribution / active EE | $1,184 | $3,780-68.7% | $3,722-68.2% | $2,706-56.3% |
| Participant deferral / active EE | $2,240 | $3,630-38.3% | $4,653-51.9% | $4,562-50.9% |
| Admin fee / account holder | $27 | $172-84.4% | $6,752-99.6% | $152-82.2% |