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 | $311,809 |
Filed as: CAPTRUST FINANCIAL ADVISORS Service code 49 · EIN 26-0058143 | Other Services | $30,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,876 | $45,000+39.7% | $143,757-56.3% | $77,904-19.3% |
| Participation rate | 57.6% | 66.8%-9.2pp | 80.3%-22.7pp | 73.7%-16.1pp |
| Annual return | -18.21% | 29.03%-47.2pp | -0.04%-18.2pp | 12.21%-30.4pp |
| Employer contribution / active EE | $915 | $1,870-51.1% | $4,951-81.5% | $2,848-67.9% |
| Participant deferral / active EE | $2,333 | $3,157-26.1% | $5,637-58.6% | $4,806-51.5% |
| Admin fee / account holder | $139 | $98+40.8% | $14,673-99.1% | $133+4.6% |