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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $211,228 |
MERCER3 years Filed as: MERCER INVESTMENTS Service code 27 · EIN 30-0282430 | Advisory (Plan) | $108,746 |
EISNERAMPER LLP2 years Filed as: EISNER AMPER Service code 10 · EIN 13-1639826 | Accounting | $44,310 |
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 | $237,400 | $110,299+115.2% | $102,423+131.8% | $199,593+18.9% |
| Participation rate | 91.3% | 86.3%+5.0pp | 76.5%+14.8pp | 72.0%+19.3pp |
| Annual return | 15.38% | 35.73%-20.4pp | 29.32%-13.9pp | 34.25%-18.9pp |
| Employer contribution / active EE | $7,822 | $3,603+117.1% | $3,023+158.7% | $3,034+157.8% |
| Participant deferral / active EE | $10,754 | $6,376+68.7% | $5,053+112.8% | $5,087+111.4% |
| Admin fee / account holder | $83 | $122-32.2% | $9,451-99.1% | $269-69.1% |