Filed September 29, 2017 (most recent of 4 filings on file)
Total covered: 83 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 |
|---|---|---|
INSERO & CO. CPAS, LLP1 year Filed as: INSERO CO. CPA'S LLP Service code 10 · EIN 47-5324570 | Accounting | $11,100 |
Service code 25 · EIN 04-2647786 | Directed Trustee | -$446,458 |
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 | $97,673 | $82,546+18.3% | $140,016-30.2% | $75,289+29.7% |
| Participation rate | 92.2% | 88.4%+3.9pp | 87.5%+4.7pp | 72.4%+19.8pp |
| Annual return | -5.09% | -0.36%-4.7pp | 651.12%-656.2pp | -0.04%-5.1pp |
| Employer contribution / active EE | $1,452 | $3,856-62.3% | $5,606-74.1% | $2,405-39.6% |
| Participant deferral / active EE | $7,491 | $5,731+30.7% | $6,927+8.1% | $3,739+100.4% |
| Admin fee / account holder | $17 | $86-79.9% | $10,705-99.8% | $102-83.1% |