Filed August 14, 2014 (most recent of 2 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.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $160,287 |
COHNREZNICK LLP11+ years Service code 10 · EIN 33-4144829 | Accounting | $39,900 |
Filed as: CAP TRUST (CAPFINANCIAL PARTNERS, L Service code 16 · EIN 26-0058143 | Consulting | $32,813 |
LOWENSTEIN SANDLER LLP11+ years Service code 29 · EIN 46-0920520 | Legal | $24,403 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $5,030 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $374,064 | $123,077+203.9% | $116,228+221.8% | $102,872+263.6% |
| Participation rate | 98.8% | 87.0%+11.7pp | 74.6%+24.2pp | 73.0%+25.7pp |
| Annual return | 9.79% | 15.84%-6.1pp | 90.06%-80.3pp | 19.06%-9.3pp |
| Employer contribution / active EE | $16,819 | $4,380+284.0% | $2,994+461.7% | $3,526+377.0% |
| Participant deferral / active EE | $13,700 | $6,746+103.1% | $4,953+176.6% | $5,535+147.5% |
| Admin fee / account holder | $90 | $115-22.2% | $11,989-99.3% | $292-69.3% |