Filed January 13, 2016
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.2+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 PO BOX 2900 · VALLEY FORGE, PA 194822900 | Recordkeeping | $37,975 |
RBC WEALTH MANAGEMENT3+ years Service code 26 · EIN 41-1416330 6225 SHERIDAN DR. #318 · WILLIAMSVILLE, NY 14221 | Advisory (Participants) | $33,202 |
ACTUARIAL BENEFITS CORP1 year Filed as: ACTUARIAL CONSULTING SERVICES, INC. Service code 15 200 JOHN JAMES AUDUBON PKWY STE 100 · AMHERST, NY 14228 | Recordkeeping | $13,898 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,455 | $74,552-43.1% | $62,995-32.6% | $69,631-39.0% |
| Participation rate | 86.5% | 78.3%+8.2pp | 74.8%+11.7pp | 70.7%+15.8pp |
| Annual return | 16.27% | 15.77%+0.5pp | 87.57%-71.3pp | 27571.02%-27554.8pp |
| Employer contribution / active EE | $1,621 | $2,929-44.6% | $2,759-41.2% | $2,032-20.2% |
| Participant deferral / active EE | $1,729 | $2,974-41.9% | $3,329-48.1% | $3,224-46.4% |
| Admin fee / account holder | $168 | $59+183.3% | $3,600-95.3% | $110+52.4% |