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 |
|---|---|---|
Filed as: ENNIS, PELLUM & ASSOCIATES, P.A. Service code 10 | Accounting | $25,651 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL, LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $21,344 |
Service code 14 · EIN 04-1590850 | Plan Administrator | $14,884 |
Filed as: ENNIS, PELLUM & ASSOCIATES, CPAS Service code 10 · EIN 59-1843700 | Accounting | $1,349 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,287 | $74,024-5.0% | $77,999-9.9% | $57,658+21.9% |
| Participation rate | 96.4% | 79.7%+16.7pp | 75.5%+20.9pp | 70.2%+26.2pp |
| Annual return | 14.65% | 12.14%+2.5pp | 425.96%-411.3pp | 5.13%+9.5pp |
| Employer contribution / active EE | $3,765 | $2,365+59.2% | $2,470+52.4% | $1,974+90.8% |
| Participant deferral / active EE | $4,429 | $3,533+25.4% | $3,497+26.7% | $3,061+44.7% |
| Admin fee / account holder | $24 | $93-74.3% | $5,480-99.6% | $95-74.6% |