Filed April 7, 2021
Total covered: 41 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 |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $22,628 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $12,365 |
CRAIG & ASSOCIATES, LLC1 year Filed as: CRAIG & ASSOCIATES LLC Service code 10 · EIN 34-8326583 | Accounting | $6,850 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $56,655 | $40,522+39.8% | $84,611-33.0% | $67,579-16.2% |
| Participation rate | 79.4% | 51.1%+28.3pp | 68.2%+11.2pp | 71.3%+8.1pp |
| Annual return | 25.12% | 32.72%-7.6pp | 258.74%-233.6pp | 378.56%-353.4pp |
| Employer contribution / active EE | $27 | $1,146-97.6% | $2,652-99.0% | $2,148-98.7% |
| Participant deferral / active EE | $6,914 | $2,132+224.3% | $3,899+77.4% | $3,539+95.4% |
| Admin fee / account holder | $154 | $145+6.0% | $4,912-96.9% | $142+8.3% |