Filed March 10, 2022 (most recent of 2 filings on file)
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 37 · EIN 04-2647786 | Loan Processing | $16,798 |
SMITH & HOWARD, PC2+ years Filed as: SMITH HAYES ADVISORS INC Service code 27 · EIN 47-0805744 | Advisory (Plan) | $14,661 |
DA DAVIDSON & CO1+ years Filed as: D.A. DAVIDSON AND CO Service code 27 · EIN 81-0139474 | Advisory (Plan) | $5,302 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $22,644 | $37,044-38.9% | $71,796-68.5% | $57,658-60.7% |
| Participation rate | 46.9% | 61.1%-14.3pp | 69.1%-22.3pp | 70.2%-23.4pp |
| Annual return | 7.86% | 12.64%-4.8pp | 78.04%-70.2pp | 5.13%+2.7pp |
| Employer contribution / active EE | $735 | $720+2.1% | $1,924-61.8% | $1,974-62.7% |
| Participant deferral / active EE | $1,112 | $1,974-43.7% | $2,794-60.2% | $3,061-63.7% |
| Admin fee / account holder | $202 | $101+100.1% | $4,815-95.8% | $95+113.7% |