Filed January 30, 2020 (most recent of 3 filings on file)
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 7-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 13 · EIN 06-1050034 | Contract Administrator | $380,274 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 16 · EIN 36-4291971 | Consulting | $69,750 |
LUTZ & COMPANY, PC2 years Service code 10 · EIN 47-0625816 | Accounting | $23,500 |
AMERICA FIRST INVESTMENT ADVISORS2 years Service code 51 · EIN 47-6197829 | Investment Mgmt Fees | $10,602 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $835 |
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 | $93,021 | $59,339+56.8% | $149,673-37.9% | $103,482-10.1% |
| Participation rate | 70.0% | 70.2%-0.2pp | 78.8%-8.8pp | 73.3%-3.3pp |
| Annual return | 18.83% | 77.78%-58.9pp | 134.42%-115.6pp | 33.11%-14.3pp |
| Employer contribution / active EE | $5,262 | $2,178+141.6% | $4,818+9.2% | $3,208+64.0% |
| Participant deferral / active EE | $0 | $3,716-100.0% | $5,680-100.0% | $5,207-100.0% |
| Admin fee / account holder | $56 | $103-45.5% | $13,210-99.6% | $114-50.8% |