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 | $1,093 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,811 | $86,286+6.4% | $111,297-17.5% | $85,850+6.9% |
| Participation rate | 61.0% | 73.3%-12.3pp | 77.3%-16.3pp | 69.3%-8.3pp |
| Annual return | 7.55% | 19.99%-12.4pp | 54.65%-47.1pp | 318.53%-311.0pp |
| Employer contribution / active EE | $961 | $2,043-53.0% | $2,731-64.8% | $2,565-62.5% |
| Participant deferral / active EE | $3,980 | $3,641+9.3% | $4,487-11.3% | $3,952+0.7% |
| Admin fee / account holder | $15 | $8,188-99.8% | $7,964-99.8% | $6,260-99.8% |