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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $173,883 |
COHNREZNICK LLP9+ years Service code 10 · EIN 22-1478099 | Accounting | $77,350 |
Filed as: CAPTRUST Service code 16 · EIN 26-0058143 | Consulting | $47,500 |
LOWENSTEIN SANDLER LLP9+ years Service code 29 · EIN 46-0920520 | Legal | $20,592 |
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 | $310,131 | $104,631+196.4% | $98,439+215.0% | $80,160+286.9% |
| Participation rate | 97.6% | 87.5%+10.1pp | 75.2%+22.4pp | 72.9%+24.7pp |
| Annual return | 18.89% | 34.72%-15.8pp | 21.16%-2.3pp | 40.38%-21.5pp |
| Employer contribution / active EE | $15,354 | $4,517+239.9% | $3,048+403.7% | $2,978+415.6% |
| Participant deferral / active EE | $10,967 | $6,545+67.6% | $4,738+131.5% | $5,017+118.6% |
| Admin fee / account holder | $113 | $105+8.0% | $8,948-98.7% | $145-21.9% |