Filed November 5, 2019 (most recent of 2 filings on file)
Total covered: 3 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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $64,882 |
Filed as: LAWLEY-COURIER ADVISORS, LLC Service code 27 · EIN 27-4034238 | Advisory (Plan) | $29,823 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,155 | $80,724-1.9% | $103,333-23.4% | $74,495+6.3% |
| Participation rate | 96.8% | 65.7%+31.1pp | 74.5%+22.3pp | 67.2%+29.6pp |
| Annual return | 16.55% | 27.56%-11.0pp | 24.88%-8.3pp | 1364.94%-1348.4pp |
| Employer contribution / active EE | $2,944 | $3,157-6.8% | $3,868-23.9% | $2,623+12.2% |
| Participant deferral / active EE | $7,618 | $3,860+97.4% | $5,057+50.6% | $4,346+75.3% |
| Admin fee / account holder | $451 | $2,368-81.0% | $8,355-94.6% | $1,942-76.8% |