Filed January 16, 2015
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 |
|---|---|---|
THE PFE GROUP3+ years Service code 16 · EIN 71-1036677 | Consulting | $144,450 |
Filed as: MAYER HOFFMAN MCCANN Service code 10 · EIN 43-1977695 | Accounting | $23,862 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$177,633 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $114,921 | $96,458+19.1% | $136,294-15.7% | $77,958+47.4% |
| Participation rate | 94.9% | 75.4%+19.5pp | 81.9%+13.0pp | 71.6%+23.2pp |
| Annual return | 26.47% | 23.78%+2.7pp | 5155.94%-5129.5pp | 20.87%+5.6pp |
| Employer contribution / active EE | $4,354 | $3,144+38.5% | $4,695-7.3% | $2,310+88.5% |
| Participant deferral / active EE | $12,557 | $5,902+112.7% | $6,247+101.0% | $3,537+255.1% |
| Admin fee / account holder | -$7 | $80-108.8% | $9,243-100.1% | $97-107.3% |