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) | $1,757 |
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 | $63,259 | $44,989+40.6% | $170,442-62.9% | $77,958-18.9% |
| Participation rate | 61.2% | 64.6%-3.4pp | 83.6%-22.4pp | 71.6%-10.4pp |
| Annual return | 17.94% | 19.61%-1.7pp | 205.93%-188.0pp | 20.87%-2.9pp |
| Employer contribution / active EE | $876 | $1,466-40.3% | $5,433-83.9% | $2,310-62.1% |
| Participant deferral / active EE | $2,482 | $2,208+12.4% | $4,939-49.7% | $3,537-29.8% |
| Admin fee / account holder | $1 | $69-98.6% | $13,880-100.0% | $97-99.0% |