Filed July 18, 2020 (most recent of 2 filings on file)
Total covered: 175 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 | $651,354 |
FORVIS MAZARS, LLP2 years Service code 10 · EIN 44-0160260 | Accounting | $37,275 |
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 | $98,565 | $117,739-16.3% | $180,183-45.3% | $117,739-16.3% |
| Participation rate | 95.7% | 76.6%+19.1pp | 77.4%+18.2pp | 76.6%+19.1pp |
| Annual return | 20.87% | 17.29%+3.6pp | 27.86%-7.0pp | 17.29%+3.6pp |
| Employer contribution / active EE | $2,661 | $3,746-29.0% | $5,039-47.2% | $3,746-29.0% |
| Participant deferral / active EE | $6,776 | $6,128+10.6% | $6,822-0.7% | $6,128+10.6% |
| Admin fee / account holder | $64 | $112-43.2% | $19,975-99.7% | $112-43.2% |