Unbiased Insights

Employer

The Financeware LLC

3240 El Camino Real, Irvine, CA 92602 · EIN 36-4894849 · Jan 1, 2021 to Dec 31, 2021

Plan year 2021

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Renewal and disruption

Flags

Named parties removed

  • Broker - Alera Group Inc DBA Pentra LLC

Comp % outside peer band

  • Dental + Vision 5.0% · below peers p10–p90 6.4%–17.4% (median 10.6%, n=106)

Peer band

840 Lancaster groups · 100-249 lives

No stop-loss on filing. Median overlay uses the same lives band. Missing Schedule A is a gap, not $0.

Series

06713320020202021
This company107Peer median171.5