Filed June 2, 2019 (most recent of 4 filings on file)
Total covered: 13 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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $161,673 |
Filed as: FIDUCIARY COUNSELORS INC Service code 31 · EIN 22-3709903 | Named fiduciary | $45,000 |
GRANT THORNTON LLP1 year Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $30,160 |
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 | $139,092 | $176,491-21.2% | $95,952+45.0% | $90,288+54.1% |
| Participation rate | 96.9% | 86.6%+10.3pp | 77.1%+19.8pp | 73.4%+23.5pp |
| Annual return | 19.05% | 20.14%-1.1pp | 91.61%-72.6pp | 53.97%-34.9pp |
| Employer contribution / active EE | $3,242 | $2,789+16.2% | $2,541+27.6% | $2,524+28.4% |
| Participant deferral / active EE | $7,463 | $5,340+39.8% | $4,167+79.1% | $4,232+76.3% |
| Admin fee / account holder | $146 | $154-5.0% | $6,795-97.8% | $114+28.4% |