Filed December 7, 2020 (most recent of 3 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 |
|---|---|---|
BPM LLP1 year Service code 27 · EIN 90-0779560 | Advisory (Plan) | $7,079 |
Service code 27 · EIN 84-0467907 | Advisory (Plan) | $4,339 |
Filed as: JORDAN & ASSOCIATES RETIREMENT SVCS Service code 13 · EIN 68-0369583 | Contract Administrator | $1,675 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,288 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $70,040 | $71,666-2.3% | $117,854-40.6% | $69,631+0.6% |
| Participation rate | 58.9% | 77.5%-18.6pp | 79.7%-20.7pp | 70.7%-11.7pp |
| Annual return | 19.65% | 18.86%+0.8pp | 335.08%-315.4pp | 27571.02%-27551.4pp |
| Employer contribution / active EE | $1,796 | $1,889-4.9% | $3,786-52.6% | $2,032-11.6% |
| Participant deferral / active EE | $3,614 | $3,340+8.2% | $4,482-19.4% | $3,224+12.1% |
| Admin fee / account holder | $31 | $120-74.6% | $8,020-99.6% | $110-72.3% |