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 ST KW1C · BOSTON, MA 02109 | Loan Processing | $9,965 |
JEFFREY SLOCUM & ASSOCIATES1+ years Filed as: JEFFREY SLOCUM & ASSOCIATES INC Service code 27 · EIN 41-1567437 43 SE MAIN STREET · MINNEAPOLIS, MN 554021844 | Advisory (Plan) | $4,375 |
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 | $41,378 | $37,213+11.2% | $156,549-73.6% | $63,975-35.3% |
| Participation rate | 75.8% | 65.0%+10.8pp | 84.0%-8.2pp | 71.1%+4.7pp |
| Annual return | 8.33% | 47.89%-39.6pp | 32.23%-23.9pp | 48.65%-40.3pp |
| Employer contribution / active EE | $446 | $1,357-67.1% | $5,501-91.9% | $2,182-79.5% |
| Participant deferral / active EE | $3,832 | $2,070+85.1% | $4,871-21.3% | $3,356+14.2% |
| Admin fee / account holder | $6 | $56-89.0% | $13,027-100.0% | $70-91.2% |