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.6+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $187,574 |
MERCER3 years Filed as: MERCER US, INC. Service code 27 · EIN 13-2834414 | Advisory (Plan) | $118,750 |
EISNERAMPER LLP5 years Filed as: EISNERAMPER, LLP Service code 10 · EIN 87-1363769 | Accounting | $42,432 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN, LEWIS & BOCKIUS, LLP Service code 29 · EIN 23-0891050 | Legal | $9,988 |
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 | $212,425 | $144,996+46.5% | $111,297+90.9% | $93,030+128.3% |
| Participation rate | 94.4% | 86.2%+8.2pp | 77.3%+17.1pp | 73.9%+20.5pp |
| Annual return | 52.66% | 18.26%+34.4pp | 54.65%-2.0pp | 158.70%-106.0pp |
| Employer contribution / active EE | $6,688 | $3,056+118.9% | $2,731+144.9% | $2,706+147.2% |
| Participant deferral / active EE | $9,325 | $5,587+66.9% | $4,487+107.8% | $4,562+104.4% |
| Admin fee / account holder | $72 | $103-30.1% | $7,964-99.1% | $152-52.3% |