Filed December 7, 2021 (most recent of 2 filings on file)
Total covered: 317 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 37 · EIN 04-2647786 | Loan Processing | $112,899 |
PLANTE & MORAN, PLLC1 year Service code 10 · EIN 38-1357951 | Accounting | $16,500 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,208 |
USI CONSULTING GROUP1 year Filed as: FINDLEY USI Service code 16 · EIN 06-1053228 | Consulting | $5,776 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $89,392 | $67,512+32.4% | $185,823-51.9% | $93,030-3.9% |
| Participation rate | 65.5% | 67.1%-1.7pp | 81.7%-16.2pp | 73.9%-8.4pp |
| Annual return | 13.08% | 21.04%-8.0pp | 122.05%-109.0pp | 158.70%-145.6pp |
| Employer contribution / active EE | $0 | $1,783-100.0% | $5,167-100.0% | $2,706-100.0% |
| Participant deferral / active EE | $3,305 | $3,035+8.9% | $5,568-40.6% | $4,562-27.6% |
| Admin fee / account holder | $65 | $318-79.5% | $16,237-99.6% | $152-57.0% |