Filed December 20, 2021
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 |
|---|---|---|
Filed as: BENEFIT PLANS ADMIN SERVICES Service code 15 · EIN 16-1503696 | Recordkeeping | $27,651 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 27 · EIN 42-1445429 | Advisory (Plan) | $13,430 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,338 | $138,347-61.4% | $184,203-71.0% | $80,856-34.0% |
| Participation rate | 96.7% | 83.9%+12.8pp | 86.8%+9.8pp | 67.6%+29.0pp |
| Annual return | 10.46% | 20.02%-9.6pp | 28.81%-18.4pp | 35.59%-25.1pp |
| Employer contribution / active EE | $1,922 | $4,850-60.4% | $6,427-70.1% | $2,755-30.2% |
| Participant deferral / active EE | $4,825 | $7,071-31.8% | $9,131-47.2% | $4,296+12.3% |
| Admin fee / account holder | $399 | $10,483-96.2% | $13,901-97.1% | $6,918-94.2% |