Filed February 4, 2025
Total covered: 11 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 |
|---|---|---|
PENN INVESTMENT ADVISORS2 years Service code 27 · EIN 38-3802854 | Advisory (Plan) | $15,587 |
TAG RESOURCES, LLC2 years Service code 15 · EIN 62-1874769 | Recordkeeping | $14,435 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $10,054 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $24,159 | $58,879-59.0% | $178,490-86.5% | $73,488-67.1% |
| Participation rate | 53.6% | 66.2%-12.6pp | 81.9%-28.3pp | 70.7%-17.1pp |
| Annual return | 3.70% | 24.86%-21.2pp | 151.07%-147.4pp | 28.51%-24.8pp |
| Employer contribution / active EE | $1,898 | $2,236-15.1% | $5,011-62.1% | $2,270-16.4% |
| Participant deferral / active EE | $2,880 | $2,567+12.2% | $5,202-44.6% | $3,740-23.0% |
| Admin fee / account holder | $241 | $400-39.7% | $13,984-98.3% | $513-52.9% |