Filed April 26, 2023 (most recent of 3 filings on file)
Total covered: 10 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 13 ONE RAYMOND DRIVE - SUITE 7 · HAVERTOWN, PA 19083 | Contract Administrator | $6,327 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,903 | $104,475+3.3% | $159,436-32.3% | $79,386+35.9% |
| Participation rate | 96.2% | 76.6%+19.6pp | 82.8%+13.4pp | 70.7%+25.5pp |
| Annual return | 16.67% | 67.95%-51.3pp | 263.57%-246.9pp | 116.85%-100.2pp |
| Employer contribution / active EE | $4,705 | $3,417+37.7% | $4,829-2.6% | $2,427+93.8% |
| Participant deferral / active EE | $9,653 | $6,467+49.3% | $7,352+31.3% | $4,046+138.6% |
| Admin fee / account holder | $28 | $711-96.0% | $10,799-99.7% | $626-95.5% |