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.5+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $184,043 |
MERCER2 years Filed as: MERCER US, INC. Service code 27 · EIN 13-2834414 | Advisory (Plan) | $78,750 |
EISNERAMPER LLP4 years Filed as: EISNERAMPER, LLP Service code 10 · EIN 13-1639826 | Accounting | $41,054 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN, LEWIS & BOCKIUS, LLP Service code 29 · EIN 23-0891050 | Legal | $7,225 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $203,603 | $176,491+15.4% | $95,952+112.2% | $90,288+125.5% |
| Participation rate | 45.5% | 86.6%-41.0pp | 77.1%-31.5pp | 73.4%-27.8pp |
| Annual return | 16.75% | 20.14%-3.4pp | 91.61%-74.9pp | 53.97%-37.2pp |
| Employer contribution / active EE | $2,992 | $2,789+7.3% | $2,541+17.7% | $2,524+18.5% |
| Participant deferral / active EE | $4,146 | $5,340-22.4% | $4,167-0.5% | $4,232-2.0% |
| Admin fee / account holder | $100 | $154-35.3% | $6,795-98.5% | $114-12.6% |