Filed January 3, 2020 (most recent of 4 filings on file)
Total covered: 127 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 13 · EIN 06-1050034 | Contract Administrator | $79,935 |
MMCSC BOSTONIAN GROUP DIVISION3+ years Service code 16 · EIN 06-1685865 | Consulting | $55,000 |
YOUNT, HYDE & BARBOUR, P.C.3+ years Filed as: YOUNT, HYDE & BARBOUR PC Service code 10 · EIN 54-1149263 | Accounting | $11,385 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $52,259 | $89,274-41.5% | $149,718-65.1% | $77,958-33.0% |
| Participation rate | 99.0% | 87.6%+11.3pp | 87.1%+11.9pp | 71.6%+27.3pp |
| Annual return | 18.20% | 20.36%-2.2pp | 1501.63%-1483.4pp | 20.87%-2.7pp |
| Employer contribution / active EE | $2,463 | $3,727-33.9% | $5,445-54.8% | $2,310+6.6% |
| Participant deferral / active EE | $5,125 | $5,382-4.8% | $6,569-22.0% | $3,537+44.9% |
| Admin fee / account holder | $63 | $240-73.8% | $11,283-99.4% | $97-35.5% |