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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $195,337 |
COHN REZNICK LLP1 year Service code 10 · EIN 22-1478099 | Accounting | $56,000 |
Filed as: PORTFOLIO EVALUATIONS INC Service code 16 · EIN 22-3189064 | Consulting | $47,500 |
LOWENSTEIN SANDLER LLP6+ years Service code 29 · EIN 46-0920520 | Legal | $21,305 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $329,758 | $105,190+213.5% | $98,907+233.4% | $90,288+265.2% |
| Participation rate | 99.3% | 86.4%+13.0pp | 76.0%+23.3pp | 73.4%+26.0pp |
| Annual return | 18.96% | 18.52%+0.4pp | 196.43%-177.5pp | 53.97%-35.0pp |
| Employer contribution / active EE | $15,182 | $3,831+296.4% | $2,689+464.6% | $2,524+501.5% |
| Participant deferral / active EE | $9,959 | $5,616+77.3% | $4,244+134.7% | $4,232+135.3% |
| Admin fee / account holder | $130 | $97+33.2% | $6,642-98.0% | $114+13.7% |