Filed May 22, 2018 (most recent of 2 filings on file)
Total covered: 12 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 6-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 | $32,530 |
CAUSEY DEMGEN & MOORE PC6+ years Filed as: CAUSEY DEMGEN & MOORE, INC Service code 10 · EIN 84-1158905 | Accounting | $15,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
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 | $0 | $180,028-100.0% | $138,135-100.0% | $158,922-100.0% |
| Participation rate | 0.0% | 82.2%-82.2pp | 78.7%-78.7pp | 82.0%-82.0pp |
| Annual return | -97.20% | 21.68%-118.9pp | 20.51%-117.7pp | 302.83%-400.0pp |
| Employer contribution / active EE | $0 | $7,470-100.0% | $5,587-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $0 | $7,717-100.0% | $6,431-100.0% | $5,982-100.0% |
| Admin fee / account holder | $0 | $17,912-100.0% | $11,856-100.0% | $11,246-100.0% |