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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $165,186 |
COHNREZNICK LLP8+ years Service code 10 · EIN 22-1478099 | Accounting | $67,200 |
Service code 16 · EIN 26-0058143 | Consulting | $23,750 |
PORTFOLIO EVALUATIONS, INC.8+ years Service code 16 · EIN 22-3189064 | Consulting | $23,750 |
LOWENSTEIN SANDLER LLP8+ years Service code 29 · EIN 46-0920520 | Legal | $19,589 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $277,209 | $136,266+103.4% | $90,749+205.5% | $77,904+255.8% |
| Participation rate | 99.2% | 86.6%+12.6pp | 75.7%+23.5pp | 73.7%+25.5pp |
| Annual return | -17.48% | -11.32%-6.2pp | -12.16%-5.3pp | 12.21%-29.7pp |
| Employer contribution / active EE | $9,654 | $4,215+129.0% | $2,921+230.5% | $2,848+239.0% |
| Participant deferral / active EE | $10,767 | $6,353+69.5% | $4,564+135.9% | $4,806+124.0% |
| Admin fee / account holder | $112 | $399-71.8% | $8,445-98.7% | $133-15.3% |