Filed October 27, 2014
Total covered: 120 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 | $60,282 |
Filed as: ENNIS, PELLUM & ASSOCIATES, CPAS Service code 10 · EIN 59-1843700 | Accounting | $56,805 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT Service code 16 · EIN 33-0905143 | Consulting | $37,585 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,991 | $92,055+122.7% | $106,213+93.0% | $77,643+164.0% |
| Participation rate | 98.0% | 81.0%+17.0pp | 75.3%+22.7pp | 70.6%+27.4pp |
| Annual return | 15.13% | 17.91%-2.8pp | 116.14%-101.0pp | 31.24%-16.1pp |
| Employer contribution / active EE | $3,682 | $3,367+9.4% | $3,171+16.1% | $2,726+35.1% |
| Participant deferral / active EE | $11,789 | $5,386+118.9% | $5,016+135.0% | $4,647+153.7% |
| Admin fee / account holder | $257 | $219+17.1% | $11,033-97.7% | $430-40.4% |