Filed March 17, 2016 (most recent of 5 filings on file)
Total covered: 122 employees
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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 | $138,296 |
EISNERAMPER LLP8 years Service code 10 · EIN 87-1363769 | Accounting | $42,300 |
THE SEGAL COMPANY4 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $36,347 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $290,707 | $57,570+405.0% | $121,098+140.1% | $80,160+262.7% |
| Participation rate | 82.3% | 58.8%+23.5pp | 69.5%+12.8pp | 72.9%+9.4pp |
| Annual return | 19.95% | 20.42%-0.5pp | 985.75%-965.8pp | 40.38%-20.4pp |
| Employer contribution / active EE | $12,795 | $2,119+503.8% | $4,164+207.3% | $2,978+329.7% |
| Participant deferral / active EE | $11,078 | $3,092+258.2% | $4,080+171.5% | $5,017+120.8% |
| Admin fee / account holder | $97 | $121-20.1% | $5,644-98.3% | $145-33.2% |