Filed December 16, 2021
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Recordkeeping Fees | $69,244 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $24,903 |
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 | $46,296 | $60,607-23.6% | $189,557-75.6% | $86,799-46.7% |
| Participation rate | 67.3% | 68.9%-1.6pp | 78.4%-11.2pp | 72.3%-5.0pp |
| Annual return | 19.74% | 65.18%-45.4pp | 64.17%-44.4pp | 97.91%-78.2pp |
| Employer contribution / active EE | $2,074 | $1,626+27.6% | $4,412-53.0% | $2,405-13.8% |
| Participant deferral / active EE | $4,184 | $3,895+7.4% | $6,174-32.2% | $4,131+1.3% |
| Admin fee / account holder | $152 | $159-4.3% | $9,807-98.5% | $170-10.4% |