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, CPAS Service code 10 · EIN 59-1843700 | Accounting | $19,158 |
Filed as: ENNIS, PELLUM & ASSOCIATES, P.A. Service code 10 | Accounting | $7,512 |
Service code 14 · EIN 04-1590850 | Plan Administrator | $6,228 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL, LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $6,128 |
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 | $60,926 | $56,629+7.6% | $77,999-21.9% | $55,167+10.4% |
| Participation rate | 93.0% | 73.3%+19.7pp | 75.5%+17.5pp | 69.0%+24.0pp |
| Annual return | 11.89% | 2866.98%-2855.1pp | 425.96%-414.1pp | 169.23%-157.3pp |
| Employer contribution / active EE | $3,571 | $1,723+107.2% | $2,470+44.6% | $1,963+81.9% |
| Participant deferral / active EE | $4,077 | $2,777+46.8% | $3,497+16.6% | $3,054+33.5% |
| Admin fee / account holder | $98 | $467-78.9% | $5,480-98.2% | $504-80.5% |