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 | $26,032 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,885 | $76,774+1.4% | $112,228-30.6% | $77,9040% |
| Participation rate | 33.1% | 80.2%-47.0pp | 75.1%-41.9pp | 73.7%-40.6pp |
| Annual return | -14.76% | -10.25%-4.5pp | 27.45%-42.2pp | 12.21%-27.0pp |
| Employer contribution / active EE | $1,261 | $3,977-68.3% | $3,635-65.3% | $2,848-55.7% |
| Participant deferral / active EE | $2,359 | $3,778-37.6% | $4,728-50.1% | $4,806-50.9% |
| Admin fee / account holder | $29 | $239-87.9% | $6,410-99.5% | $133-78.2% |