Filed September 27, 2021 (most recent of 2 filings on file)
Total covered: 2 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 |
|---|---|---|
Filed as: LEIF CLARKE WEALTH MANAGEMENT INC Service code 27 2165 CARTER AVENUE · ASHLAND, KY 41101 | Advisory (Plan) | $10,433 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,033 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,993 | $46,732-50.8% | $156,549-85.3% | $55,167-58.3% |
| Participation rate | 45.4% | 65.8%-20.4pp | 84.0%-38.6pp | 69.0%-23.6pp |
| Annual return | 9.31% | 17.72%-8.4pp | 32.23%-22.9pp | 169.23%-159.9pp |
| Employer contribution / active EE | $323 | $2,105-84.6% | $5,501-94.1% | $1,963-83.5% |
| Participant deferral / active EE | $733 | $2,204-66.8% | $4,871-85.0% | $3,054-76.0% |
| Admin fee / account holder | $158 | $418-62.3% | $13,027-98.8% | $504-68.7% |