Filed October 7, 2016 (most recent of 3 filings on file)
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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $192,796 |
MERCER4 years Filed as: MERCER INVESTMENTS Service code 27 · EIN 30-0282430 | Advisory (Plan) | $84,700 |
EISNERAMPER LLP3 years Filed as: EISNER AMPER Service code 10 · EIN 13-1639826 | Accounting | $45,466 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN LEWIS & BOCKIUS Service code 29 · EIN 23-0891050 | Legal | $11,218 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $273,631 | $128,899+112.3% | $113,168+141.8% | $102,872+166.0% |
| Participation rate | 90.3% | 87.0%+3.3pp | 76.6%+13.8pp | 73.0%+17.3pp |
| Annual return | 15.65% | 15.88%-0.2pp | 24.27%-8.6pp | 19.06%-3.4pp |
| Employer contribution / active EE | $7,897 | $3,713+112.7% | $2,975+165.4% | $3,526+123.9% |
| Participant deferral / active EE | $10,757 | $6,787+58.5% | $5,107+110.6% | $5,535+94.4% |
| Admin fee / account holder | $83 | $129-35.8% | $12,068-99.3% | $292-71.6% |