Filed February 3, 2020 (most recent of 5 filings on file)
Total covered: 43 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 |
|---|---|---|
FIDUCIARY INVESTMENT ADVISORS2+ years Service code 27 · EIN 20-4751585 | Advisory (Plan) | $25,000 |
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $24,569 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,935 | $81,537-24.0% | $149,718-58.6% | $69,631-11.1% |
| Participation rate | 95.9% | 86.1%+9.8pp | 87.1%+8.8pp | 70.7%+25.2pp |
| Annual return | 17.94% | 22.79%-4.9pp | 1501.63%-1483.7pp | 27571.02%-27553.1pp |
| Employer contribution / active EE | $3,064 | $3,239-5.4% | $5,445-43.7% | $2,032+50.8% |
| Participant deferral / active EE | $4,981 | $4,994-0.3% | $6,569-24.2% | $3,224+54.5% |
| Admin fee / account holder | $133 | $107+24.0% | $11,283-98.8% | $110+20.0% |