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: DANIELLS PHILLIPS VAUGHAN & BOCK CP Service code 10 · EIN 95-2972229 | Accounting | $12,865 |
Filed as: FIDELITY INVESTMENTS INSTITUTIONA Service code 60 | Sub-TA Fees | $0 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported that benefits due were not provided when due.
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 | $73,372 | $49,138+49.3% | $84,015-12.7% | $65,185+12.6% |
| Participation rate | 34.6% | 60.7%-26.1pp | 69.0%-34.4pp | 70.2%-35.6pp |
| Annual return | 22.50% | 23.00%-0.5pp | 71.31%-48.8pp | 29.38%-6.9pp |
| Employer contribution / active EE | $70 | $914-92.3% | $1,983-96.5% | $2,177-96.8% |
| Participant deferral / active EE | $1,515 | $2,397-36.8% | $3,239-53.2% | $3,514-56.9% |
| Admin fee / account holder | $134 | $543-75.3% | $6,101-97.8% | $847-84.1% |