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 15 · EIN 71-0294708 | Recordkeeping | $64,680 |
Service code 49 · EIN 26-0058143 | Other Services | $30,000 |
LAKESIDE WEALTH MANAGEMENT2 years Filed as: LAKESIDE WEALTH MANAGEMENT LLC Service code 49 · EIN 20-4455433 | Other Services | $30,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,859 | $56,095+47.7% | $178,490-53.6% | $90,288-8.2% |
| Participation rate | 60.1% | 65.6%-5.5pp | 81.9%-21.8pp | 73.4%-13.3pp |
| Annual return | 16.15% | 28.81%-12.7pp | 151.07%-134.9pp | 53.97%-37.8pp |
| Employer contribution / active EE | $899 | $1,572-42.8% | $5,011-82.1% | $2,524-64.4% |
| Participant deferral / active EE | $2,663 | $2,669-0.2% | $5,202-48.8% | $4,232-37.1% |
| Admin fee / account holder | $34 | $101-65.7% | $13,984-99.8% | $114-69.8% |