Filed May 7, 2020
Total covered: 275 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 | $41,939 |
GRAMKOW, CARNEVALE, SEIFERT & CO2+ years Filed as: GRAMKOW CARNEVALE SEIFERT & CO, LL Service code 10 · EIN 22-3767827 | Accounting | $28,523 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
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 | $118,548 | $36,916+221.1% | $156,549-24.3% | $57,658+105.6% |
| Participation rate | 68.0% | 63.4%+4.5pp | 84.0%-16.1pp | 70.2%-2.3pp |
| Annual return | 7.20% | 12.38%-5.2pp | 32.23%-25.0pp | 5.13%+2.1pp |
| Employer contribution / active EE | $6,278 | $1,571+299.8% | $5,501+14.1% | $1,974+218.1% |
| Participant deferral / active EE | $4,705 | $1,926+144.4% | $4,871-3.4% | $3,061+53.7% |
| Admin fee / account holder | $128 | $82+55.3% | $13,027-99.0% | $95+35.5% |