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 | $32,906 |
Service code 27 · EIN 82-3396795 | Advisory (Plan) | $11,878 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,353 | $76,050-64.0% | $96,544-71.7% | $71,457-61.7% |
| Participation rate | 79.7% | 74.4%+5.3pp | 76.0%+3.7pp | 67.9%+11.8pp |
| Annual return | 15.51% | 22.81%-7.3pp | 25.84%-10.3pp | 28.85%-13.3pp |
| Employer contribution / active EE | $1,498 | $2,244-33.3% | $2,965-49.5% | $2,588-42.1% |
| Participant deferral / active EE | $2,775 | $4,215-34.2% | $4,851-42.8% | $4,289-35.3% |
| Admin fee / account holder | $175 | $2,707-93.5% | $8,252-97.9% | $1,587-89.0% |