Filed January 27, 2015 (most recent of 4 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $212,673 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $104,000 |
ERNST & YOUNG LLP1+ years Service code 10 · EIN 34-6565596 | Accounting | $20,625 |
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 | $168,383 | $68,092+147.3% | $73,307+129.7% | $59,188+184.5% |
| Participation rate | 98.6% | 78.1%+20.6pp | 74.9%+23.7pp | 69.4%+29.2pp |
| Annual return | 0.16% | 5.93%-5.8pp | 5.67%-5.5pp | 5.51%-5.4pp |
| Employer contribution / active EE | $7,134 | $2,018+253.5% | $3,237+120.4% | $2,098+240.1% |
| Participant deferral / active EE | $8,050 | $5,041+59.7% | $4,991+61.3% | $3,265+146.6% |
| Admin fee / account holder | $123 | $630-80.5% | $5,637-97.8% | $92+33.4% |