Filed February 4, 2021 (most recent of 3 filings on file)
Total covered: 29 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 |
|---|---|---|
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $37,531 |
ERNST & YOUNG LLP1 year Filed as: ERNST AND YOUNG Service code 10 · EIN 34-6565596 | Accounting | $31,290 |
MERCER1 year Filed as: PAVILION ADVISORY GROUP Service code 16 | Consulting | $27,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$59,450 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $48,115 | $46,969+2.4% | $154,107-68.8% | $73,367-34.4% |
| Participation rate | 36.6% | 72.4%-35.8pp | 83.0%-46.5pp | 69.5%-32.9pp |
| Annual return | -5.32% | 821.68%-827.0pp | 735.12%-740.4pp | 173.45%-178.8pp |
| Employer contribution / active EE | $0 | $1,723-100.0% | $5,298-100.0% | $2,499-100.0% |
| Participant deferral / active EE | $2,607 | $3,162-17.5% | $5,081-48.7% | $4,033-35.3% |
| Admin fee / account holder | $25 | $47-46.0% | $13,411-99.8% | $68-63.2% |