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 |
|---|---|---|
ENNIS, PELLUM & ASSOCIATES9 years Filed as: ENNIS, PELLUM & ASSOCIATES, CPAS Service code 10 · EIN 59-1843700 | Accounting | $50,923 |
Service code 37 · EIN 04-2647786 | Loan Processing | $47,657 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT Service code 27 · EIN 33-0905143 | Advisory (Plan) | $19,424 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,601 | $92,055+9.3% | $106,213-5.3% | $77,643+29.6% |
| Participation rate | 99.7% | 81.0%+18.6pp | 75.3%+24.4pp | 70.6%+29.1pp |
| Annual return | 11.90% | 17.91%-6.0pp | 116.14%-104.2pp | 31.24%-19.3pp |
| Employer contribution / active EE | $2,958 | $3,367-12.2% | $3,171-6.7% | $2,726+8.5% |
| Participant deferral / active EE | $5,129 | $5,386-4.8% | $5,016+2.3% | $4,647+10.4% |
| Admin fee / account holder | $169 | $219-22.7% | $11,033-98.5% | $430-60.7% |