Filed December 8, 2018 (most recent of 2 filings on file)
Total covered: 5 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 64 · EIN 82-0560553 | Recordkeeping Fees | $13,416 |
CAMPBELL TAYLOR WASHBURN1 year Service code 10 · EIN 68-0252124 | Accounting | $9,300 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,415 | $58,879-78.9% | $178,490-93.0% | $73,488-83.1% |
| Participation rate | 70.6% | 66.2%+4.4pp | 81.9%-11.3pp | 70.7%-0.1pp |
| Annual return | -9.03% | 24.86%-33.9pp | 151.07%-160.1pp | 28.51%-37.5pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $0 | $2,567-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $71 | $400-82.2% | $13,984-99.5% | $513-86.1% |