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 50 · EIN 71-0294708 | Direct Payment | $450 |
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 | $60,557 | $45,382+33.4% | $154,107-60.7% | $75,289-19.6% |
| Participation rate | 61.3% | 65.9%-4.6pp | 83.0%-21.7pp | 72.4%-11.1pp |
| Annual return | -4.47% | -0.47%-4.0pp | 735.12%-739.6pp | -0.04%-4.4pp |
| Employer contribution / active EE | $853 | $1,533-44.3% | $5,298-83.9% | $2,405-64.5% |
| Participant deferral / active EE | $2,546 | $2,384+6.8% | $5,081-49.9% | $3,739-31.9% |
| Admin fee / account holder | $0 | $89-99.7% | $13,411-100.0% | $102-99.8% |