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.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $235,319 |
MERCER1 year Filed as: MERCER INVESTMENTS Service code 27 · EIN 13-2834414 | Advisory (Plan) | $71,250 |
EISNERAMPER LLP1 year Filed as: EISNERAMPER Service code 10 · EIN 13-1639826 | Accounting | $53,294 |
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 | $169,982 | $130,141+30.6% | $86,677+96.1% | $77,904+118.2% |
| Participation rate | 93.3% | 85.9%+7.3pp | 76.6%+16.7pp | 73.7%+19.6pp |
| Annual return | -16.78% | -12.75%-4.0pp | 35.91%-52.7pp | 12.21%-29.0pp |
| Employer contribution / active EE | $6,845 | $3,220+112.6% | $2,836+141.3% | $2,848+140.4% |
| Participant deferral / active EE | $9,231 | $5,757+60.3% | $4,656+98.3% | $4,806+92.1% |
| Admin fee / account holder | $72 | $132-45.4% | $7,493-99.0% | $133-45.8% |