Filed October 20, 2020 (most recent of 10 filings on file)
Total covered: 85 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 |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $52,757 |
Filed as: VOYA RETIREMENT INS. & ANNUITY CO. Service code 22 · EIN 71-0294708 | Insurance Broker | $11,569 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,874 | $52,346+16.3% | $143,757-57.7% | $78,044-22.0% |
| Participation rate | 26.0% | 72.7%-46.7pp | 80.3%-54.3pp | 74.4%-48.5pp |
| Annual return | -14.61% | -14.19%-0.4pp | -0.04%-14.6pp | 10.87%-25.5pp |
| Employer contribution / active EE | $0 | $2,131-100.0% | $4,951-100.0% | $3,125-100.0% |
| Participant deferral / active EE | $1,838 | $3,800-51.6% | $5,637-67.4% | $5,084-63.9% |
| Admin fee / account holder | $20 | $63-68.1% | $14,673-99.9% | $79-74.3% |