Filed August 3, 2020
Total covered: 2 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 |
|---|---|---|
CVAGS, LLC5+ years Service code 27 1438 W PEACHTREE RD STE 215 · ATLANTA, GA 30309 | Advisory (Plan) | $41,646 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $30,369 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $24,962 | $47,456-47.4% | $172,739-85.5% | $77,787-67.9% |
| Participation rate | 42.9% | 66.3%-23.4pp | 82.6%-39.8pp | 73.2%-30.3pp |
| Annual return | 19.87% | 35.57%-15.7pp | 802.84%-783.0pp | 32.57%-12.7pp |
| Employer contribution / active EE | $648 | $1,574-58.8% | $5,143-87.4% | $2,504-74.1% |
| Participant deferral / active EE | $1,137 | $2,560-55.6% | $5,198-78.1% | $3,967-71.3% |
| Admin fee / account holder | $68 | $81-15.7% | $13,954-99.5% | $100-31.9% |