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 | $157,666 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $34,906 |
CAUSEY DEMGEN & MOORE PC1 year Filed as: CAUSEY DEMGEN & MOORE, P.C. Service code 10 · EIN 84-1158905 | Accounting | $29,000 |
MCGRATH NORTH2+ years Filed as: MCGRATH NORTH MULLIN & KRATZ PC LL Service code 29 · EIN 47-0551221 | Legal | $6,260 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,260 | $98,217-35.6% | $105,722-40.2% | $63,975-1.1% |
| Participation rate | 92.5% | 81.9%+10.6pp | 78.9%+13.6pp | 71.1%+21.3pp |
| Annual return | 11.03% | 20.18%-9.2pp | 12.25%-1.2pp | 48.65%-37.6pp |
| Employer contribution / active EE | $3,102 | $4,802-35.4% | $4,079-23.9% | $2,182+42.2% |
| Participant deferral / active EE | $5,811 | $6,019-3.5% | $5,326+9.1% | $3,356+73.1% |
| Admin fee / account holder | $141 | $70+102.2% | $8,308-98.3% | $70+100.2% |