Filed July 2, 2018 (most recent of 5 filings on file)
Total covered: 37 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 |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $122,908 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,711 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 49 · EIN 13-2808480 | Other Services | $8,529 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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.
Employer 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.
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 | $16,461 | $73,367-77.6% | $79,464-79.3% | $73,367-77.6% |
| Participation rate | 3.1% | 69.5%-66.4pp | 73.3%-70.2pp | 69.5%-66.4pp |
| Annual return | -0.18% | 173.45%-173.6pp | 718.14%-718.3pp | 173.45%-173.6pp |
| Employer contribution / active EE | $30 | $2,499-98.8% | $2,800-98.9% | $2,499-98.8% |
| Participant deferral / active EE | $88 | $4,033-97.8% | $3,704-97.6% | $4,033-97.8% |
| Admin fee / account holder | $184 | $68+169.5% | $5,113-96.4% | $68+169.5% |