Filed April 8, 2021 (most recent of 2 filings on file)
Total covered: 118 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 15 · EIN 84-0467907 | Recordkeeping | $995 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $88,758 | $72,492+22.4% | $87,100+1.9% | $72,985+21.6% |
| Participation rate | 64.6% | 72.8%-8.2pp | 76.9%-12.3pp | 69.5%-4.9pp |
| Annual return | 16.33% | 24.46%-8.1pp | 28.19%-11.9pp | 81.00%-64.7pp |
| Employer contribution / active EE | $1,386 | $1,894-26.8% | $2,521-45.0% | $2,440-43.2% |
| Participant deferral / active EE | $4,542 | $3,270+38.9% | $4,049+12.2% | $3,607+25.9% |
| Admin fee / account holder | $14 | $5,055-99.7% | $7,497-99.8% | $5,124-99.7% |