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 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 | $160,653 |
COOK STREET CONSULTING4 years Filed as: COOK STREET CONSULTING, INC. Service code 16 · EIN 84-0854432 | Consulting | $78,081 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $71,176 |
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).
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 | $178,344 | $130,084+37.1% | $138,135+29.1% | $90,288+97.5% |
| Participation rate | 92.6% | 86.0%+6.6pp | 78.7%+13.9pp | 73.4%+19.2pp |
| Annual return | -40.51% | 14.63%-55.1pp | 20.51%-61.0pp | 53.97%-94.5pp |
| Employer contribution / active EE | $7,036 | $5,865+20.0% | $5,587+25.9% | $2,524+178.7% |
| Participant deferral / active EE | $11,468 | $7,099+61.6% | $6,431+78.3% | $4,232+171.0% |
| Admin fee / account holder | $169 | $187-9.3% | $11,856-98.6% | $114+48.3% |