Filed June 26, 2019 (most recent of 3 filings on file)
Total covered: 33 employees
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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $322,076 |
FARBER HASS HURLEY LLP2 years Filed as: FARBER HASS HURLEY, LLP Service code 10 · EIN 20-4207759 | Accounting | $44,489 |
SEYFARTH SHAW LLP3 years Service code 29 · EIN 36-2152202 | Legal | $16,774 |
Service code 17 · EIN 33-0818667 | Pension Consulting | $13,750 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $122,539 | $77,559+58.0% | $68,793+78.1% | $75,289+62.8% |
| Participation rate | 97.4% | 78.3%+19.1pp | 72.2%+25.2pp | 72.4%+25.0pp |
| Annual return | -4.16% | -1.01%-3.1pp | -4.63%+0.5pp | -0.04%-4.1pp |
| Employer contribution / active EE | $7,425 | $1,993+272.6% | $2,625+182.9% | $2,405+208.7% |
| Participant deferral / active EE | $7,007 | $3,128+124.0% | $3,311+111.6% | $3,739+87.4% |
| Admin fee / account holder | $64 | $90-28.7% | $5,131-98.7% | $102-37.0% |