Filed January 23, 2017 (most recent of 4 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,754,629 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $1,066,450 |
Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 28 · EIN 13-5581829 | Investment Management | $102,028 |
EMCO/FGS LLC1 year Service code 38 · EIN 86-1064873 | Participant Communication | $24,500 |
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 | $21,411 | $47,540-55.0% | $79,550-73.1% | $89,394-76.0% |
| Participation rate | 93.2% | 54.9%+38.3pp | 69.5%+23.7pp | 71.3%+21.9pp |
| Annual return | -15.37% | -8.05%-7.3pp | 0.16%-15.5pp | -11.89%-3.5pp |
| Employer contribution / active EE | $779 | $1,122-30.6% | $2,413-67.7% | $3,022-74.2% |
| Participant deferral / active EE | $1,753 | $1,961-10.6% | $3,985-56.0% | $5,123-65.8% |
| Admin fee / account holder | $28 | $59-51.8% | $6,832-99.6% | $79-64.5% |