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 | $77,922 |
LAKESIDE WEALTH MANAGEMENT1 year Filed as: LAKESIDE WEALTH MANAGEMENT LLC Service code 49 · EIN 20-4455433 | Other Services | $60,000 |
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 | $72,798 | $47,456+53.4% | $172,739-57.9% | $77,787-6.4% |
| Participation rate | 60.1% | 66.3%-6.1pp | 82.6%-22.5pp | 73.2%-13.1pp |
| Annual return | 22.30% | 35.57%-13.3pp | 802.84%-780.5pp | 32.57%-10.3pp |
| Employer contribution / active EE | $889 | $1,574-43.5% | $5,143-82.7% | $2,504-64.5% |
| Participant deferral / active EE | $2,528 | $2,560-1.2% | $5,198-51.4% | $3,967-36.3% |
| Admin fee / account holder | $42 | $81-48.3% | $13,954-99.7% | $100-58.2% |