Filed February 25, 2019 (most recent of 4 filings on file)
Total covered: 6 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 |
|---|---|---|
CAPITAL REGION FINANCIAL GROUP, LLC10+ years Service code 26 620 COOLIDGE DRIVE, STE. 180 · FOLSOM, CA 95630 | Advisory (Participants) | $47,568 |
NWPS3 years Service code 13 · EIN 91-2090931 15130 MAIN STE SUITE 300 · MILL CREEK, WA 98012 | Contract Administrator | $6,833 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,992 | $82,917-63.8% | $103,333-71.0% | $77,643-61.4% |
| Participation rate | 57.8% | 71.6%-13.8pp | 74.5%-16.7pp | 70.6%-12.8pp |
| Annual return | 12.12% | 19.13%-7.0pp | 24.88%-12.8pp | 31.24%-19.1pp |
| Employer contribution / active EE | $2,341 | $3,552-34.1% | $3,868-39.5% | $2,726-14.1% |
| Participant deferral / active EE | $1,179 | $4,108-71.3% | $5,057-76.7% | $4,647-74.6% |
| Admin fee / account holder | $203 | $638-68.2% | $8,355-97.6% | $430-52.8% |