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 |
|---|---|---|
Service code 27 2165 CARTER AVENUE · ASHLAND, KY 41101 | Advisory (Plan) | $9,882 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,917 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,017 | $55,453-51.3% | $170,442-84.1% | $62,292-56.6% |
| Participation rate | 42.7% | 66.4%-23.7pp | 83.6%-40.9pp | 69.5%-26.9pp |
| Annual return | 18.82% | 21.38%-2.6pp | 205.93%-187.1pp | 28.90%-10.1pp |
| Employer contribution / active EE | $352 | $2,164-83.7% | $5,433-93.5% | $2,042-82.8% |
| Participant deferral / active EE | $783 | $2,303-66.0% | $4,939-84.1% | $3,169-75.3% |
| Admin fee / account holder | $156 | $455-65.7% | $13,880-98.9% | $479-67.4% |