Filed June 28, 2023 (most recent of 2 filings on file)
Total covered: 16 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 6-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 |
|---|---|---|
HAYS FINANCIAL GROUP4+ years Filed as: THE HAYS GROUP INC. Service code 27 · EIN 41-1784898 | Advisory (Plan) | $24,341 |
MILLIMAN, INC.4+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $23,012 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB & CO. INC. Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.4+ years Service code 19 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $66,268 | $107,440-38.3% | $105,738-37.3% | $55,725+18.9% |
| Participation rate | 46.5% | 55.5%-9.0pp | 76.3%-29.8pp | 70.9%-24.4pp |
| Annual return | -7.26% | -0.59%-6.7pp | 6.27%-13.5pp | 244.93%-252.2pp |
| Employer contribution / active EE | $274 | $1,448-81.1% | $3,268-91.6% | $2,078-86.8% |
| Participant deferral / active EE | $2,742 | $2,171+26.3% | $4,080-32.8% | $3,356-18.3% |
| Admin fee / account holder | $292 | $283+3.2% | $6,913-95.8% | $115+153.8% |