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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $179,594 |
COHNREZNICK LLP10+ years Service code 10 · EIN 33-4144829 | Accounting | $73,500 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 16 · EIN 26-0058143 | Consulting | $61,000 |
LOWENSTEIN SANDLER LLP10+ years Service code 29 · EIN 46-0920520 | Legal | $26,372 |
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 | $347,503 | $112,623+208.6% | $106,213+227.2% | $199,593+74.1% |
| Participation rate | 98.3% | 86.2%+12.1pp | 75.3%+23.0pp | 72.0%+26.4pp |
| Annual return | 14.83% | 15.57%-0.7pp | 116.14%-101.3pp | 34.25%-19.4pp |
| Employer contribution / active EE | $16,437 | $4,575+259.3% | $3,171+418.3% | $3,034+441.7% |
| Participant deferral / active EE | $12,342 | $6,659+85.3% | $5,016+146.1% | $5,087+142.6% |
| Admin fee / account holder | $119 | $107+11.0% | $11,033-98.9% | $269-55.8% |