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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $226,405 |
MERCER2 years Filed as: MERCER INVESTMENTS Service code 27 · EIN 30-0282430 | Advisory (Plan) | $118,750 |
EISNERAMPER LLP1 year Filed as: EISNER AMPER Service code 10 · EIN 13-1639826 | Accounting | $42,787 |
Filed as: MORGAN LEWIS & BOCKIUS Service code 29 · EIN 23-0891050 | Legal | $9,265 |
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 | $204,578 | $104,697+95.4% | $96,544+111.9% | $80,160+155.2% |
| Participation rate | 92.3% | 86.4%+6.0pp | 76.0%+16.4pp | 72.9%+19.4pp |
| Annual return | 18.83% | 21.78%-3.0pp | 25.84%-7.0pp | 40.38%-21.6pp |
| Employer contribution / active EE | $6,941 | $3,536+96.3% | $2,965+134.1% | $2,978+133.1% |
| Participant deferral / active EE | $9,682 | $6,188+56.5% | $4,851+99.6% | $5,017+93.0% |
| Admin fee / account holder | $83 | $107-21.8% | $8,252-99.0% | $145-42.4% |