Filed September 24, 2020 (most recent of 3 filings on file)
Total covered: 50 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 26 · EIN 71-0294708 | Advisory (Participants) | $7,698 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $52,057 | $37,213+39.9% | $156,549-66.7% | $63,975-18.6% |
| Participation rate | 64.8% | 65.0%-0.2pp | 84.0%-19.2pp | 71.1%-6.3pp |
| Annual return | 7.20% | 47.89%-40.7pp | 32.23%-25.0pp | 48.65%-41.5pp |
| Employer contribution / active EE | $879 | $1,357-35.2% | $5,501-84.0% | $2,182-59.7% |
| Participant deferral / active EE | $2,491 | $2,070+20.3% | $4,871-48.9% | $3,356-25.8% |
| Admin fee / account holder | $4 | $56-92.6% | $13,027-100.0% | $70-94.0% |