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 |
|---|---|---|
FID INV INST OPS CO1 year Filed as: FID INV INST OPS Service code 37 · EIN 04-2647786 | Loan Processing | $25,803 |
THE VANGUARD GROUP, INC.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $9,780 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,269 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,358 | $44,626-81.3% | $86,188-90.3% | $80,160-89.6% |
| Participation rate | 49.8% | 63.5%-13.8pp | 69.0%-19.2pp | 72.9%-23.2pp |
| Annual return | 15.12% | 19.61%-4.5pp | 1168.45%-1153.3pp | 40.38%-25.3pp |
| Employer contribution / active EE | $272 | $1,099-75.2% | $2,380-88.6% | $2,978-90.9% |
| Participant deferral / active EE | $490 | $2,769-82.3% | $3,985-87.7% | $5,017-90.2% |
| Admin fee / account holder | $21 | $133-84.3% | $6,852-99.7% | $145-85.6% |