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 | $29,908 |
Service code 27 · EIN 82-3396795 | Advisory (Plan) | $11,820 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,877 | $65,435-62.0% | $86,677-71.3% | $66,914-62.8% |
| Participation rate | 77.9% | 75.5%+2.5pp | 76.6%+1.4pp | 69.8%+8.1pp |
| Annual return | -16.65% | -10.89%-5.8pp | 35.91%-52.6pp | 1.58%-18.2pp |
| Employer contribution / active EE | $1,325 | $2,153-38.5% | $2,836-53.3% | $2,544-47.9% |
| Participant deferral / active EE | $2,600 | $4,100-36.6% | $4,656-44.2% | $4,237-38.6% |
| Admin fee / account holder | $173 | $642-73.1% | $7,493-97.7% | $593-70.9% |