Filed January 7, 2020
Total covered: 104 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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $454,706 |
Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $75,000 |
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $26,250 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,673 | $128,056-1.1% | $146,958-13.8% | $106,382+19.1% |
| Participation rate | 96.8% | 67.2%+29.6pp | 82.2%+14.6pp | 69.9%+26.9pp |
| Annual return | 18.69% | 17.89%+0.8pp | 418.34%-399.6pp | 17.37%+1.3pp |
| Employer contribution / active EE | $5,269 | $3,384+55.7% | $4,933+6.8% | $3,364+56.7% |
| Participant deferral / active EE | $10,919 | $7,674+42.3% | $8,070+35.3% | $5,569+96.1% |
| Admin fee / account holder | $33 | $89-62.7% | $12,998-99.7% | $79-58.3% |