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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $217,463 |
PORTFOLIO EVALUATIONS, INC.2 years Filed as: PORTFOLIO EVALUATIONS INC Service code 16 · EIN 22-3189064 | Consulting | $97,500 |
COHNREZNICK LLP7+ years Service code 10 · EIN 22-1478099 | Accounting | $58,000 |
LOWENSTEIN SANDLER LLP7+ years Service code 29 · EIN 46-0920520 | Legal | $13,142 |
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 | $359,986 | $114,195+215.2% | $106,548+237.9% | $93,030+287.0% |
| Participation rate | 99.5% | 86.4%+13.2pp | 76.1%+23.4pp | 73.9%+25.6pp |
| Annual return | 14.90% | 22.18%-7.3pp | 26.80%-11.9pp | 158.70%-143.8pp |
| Employer contribution / active EE | $11,082 | $4,009+176.4% | $2,819+293.1% | $2,706+309.6% |
| Participant deferral / active EE | $10,837 | $5,908+83.4% | $4,398+146.4% | $4,562+137.5% |
| Admin fee / account holder | $151 | $105+44.4% | $7,407-98.0% | $152-0.3% |