Filed March 17, 2016 (most recent of 5 filings on file)
Total covered: 122 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 |
|---|---|---|
EISNERAMPER LLP1 year Filed as: EISNER AMPER Service code 16 · EIN 13-1639826 | Consulting | $56,250 |
THE SEGAL COMPANY5+ years Filed as: SEGAL ROGERSCASEY Service code 16 · EIN 13-2646110 | Consulting | $10,217 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$75,958 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $259,825 | $53,911+381.9% | $130,648+98.9% | $77,787+234.0% |
| Participation rate | 79.3% | 60.2%+19.1pp | 71.7%+7.5pp | 73.2%+6.1pp |
| Annual return | 24.62% | 21.93%+2.7pp | 1708.96%-1684.3pp | 32.57%-8.0pp |
| Employer contribution / active EE | $10,628 | $1,826+482.2% | $4,092+159.7% | $2,504+324.4% |
| Participant deferral / active EE | $8,441 | $2,288+268.9% | $3,603+134.3% | $3,967+112.8% |
| Admin fee / account holder | $134 | $129+4.5% | $5,464-97.5% | $100+34.4% |