Filed January 15, 2020 (most recent of 2 filings on file)
Total covered: 10 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 | $28,225 |
Service code 27 · EIN 82-3396795 | Advisory (Plan) | $10,169 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $31,033 | $73,638-57.9% | $95,952-67.7% | $73,488-57.8% |
| Participation rate | 77.2% | 76.2%+1.0pp | 77.1%+0.1pp | 70.7%+6.5pp |
| Annual return | 12.28% | 16.78%-4.5pp | 91.61%-79.3pp | 28.51%-16.2pp |
| Employer contribution / active EE | $443 | $1,863-76.2% | $2,541-82.6% | $2,270-80.5% |
| Participant deferral / active EE | $2,248 | $3,617-37.9% | $4,167-46.1% | $3,740-39.9% |
| Admin fee / account holder | $176 | $482-63.4% | $6,795-97.4% | $513-65.6% |