Filed April 19, 2023 (most recent of 4 filings on file)
Total covered: 230 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 82 DEVONSHIRE STREET KWIC · BOSTON, MA 02109 | Loan Processing | $8,839 |
JEFFREY SLOCUM & ASSOCIATES2+ years Filed as: JEFFREY SLOCUM & ASSOCIATES, INC Service code 16 · EIN 41-1567437 43 SE MAIN ST · MINNEAPOLIS, MN 554021844 | Consulting | $4,375 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $41,365 | $37,213+11.2% | $156,549-73.6% | $63,975-35.3% |
| Participation rate | 86.5% | 65.0%+21.5pp | 84.0%+2.5pp | 71.1%+15.3pp |
| Annual return | 5.66% | 47.89%-42.2pp | 32.23%-26.6pp | 48.65%-43.0pp |
| Employer contribution / active EE | $46 | $1,357-96.6% | $5,501-99.2% | $2,182-97.9% |
| Participant deferral / active EE | $156 | $2,070-92.5% | $4,871-96.8% | $3,356-95.4% |
| Admin fee / account holder | $8 | $56-85.7% | $13,027-99.9% | $70-88.6% |