Filed September 12, 2019 (most recent of 2 filings on file)
Total covered: 947 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 7-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 60 · EIN 04-2647786 | Sub-TA Fees | $90,764 |
APRIO LLP1 year Service code 10 · EIN 57-1157523 | Accounting | $20,481 |
WEALTH MANAGEMENT SYSTEMS INC7+ years Service code 49 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,572 | $128,056-94.9% | $146,958-95.5% | $106,382-93.8% |
| Participation rate | 15.6% | 67.2%-51.6pp | 82.2%-66.6pp | 69.9%-54.3pp |
| Annual return | 12.22% | 17.89%-5.7pp | 418.34%-406.1pp | 17.37%-5.2pp |
| Employer contribution / active EE | $154 | $3,384-95.4% | $4,933-96.9% | $3,364-95.4% |
| Participant deferral / active EE | $0 | $7,674-100.0% | $8,070-100.0% | $5,569-100.0% |
| Admin fee / account holder | $34 | $89-61.9% | $12,998-99.7% | $79-57.4% |