Filed May 2, 2018 (most recent of 6 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 |
|---|---|---|
WATKINS ROSS4+ years Filed as: WATKINS ROSS & CO Service code 15 · EIN 38-1477362 | Recordkeeping | $7,385 |
MONROE SWEERIS & TROMP PLC3 years Filed as: MONROE SWEERIS AND TROMP PLC Service code 10 · EIN 38-2621598 | Accounting | $7,325 |
VISION ESOP VALUATION1 year Filed as: VISION ESOP VALUATION, LLC Service code 34 · EIN 82-5516548 | Valuation (appraisals, etc.) | $6,250 |
VARNUM LLP4+ years Filed as: VARNUM, RIDDERING, SCHMIDT & HOWLET Service code 29 · EIN 38-1294924 | Legal | $5,057 |
ESOP ECONOMICS2 years Service code 49 1608 WALNUT ST STE 1501 · PHILADELPHIA, PA 19103 | Other Services | $2,550 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,366 | $66,310-31.6% | $93,606-51.5% | $65,185-30.4% |
| Participation rate | 100.0% | 74.0%+26.0pp | 75.8%+24.2pp | 70.2%+29.8pp |
| Annual return | 7.41% | 42.58%-35.2pp | 32.76%-25.3pp | 29.38%-22.0pp |
| Employer contribution / active EE | $1,815 | $2,012-9.8% | $2,718-33.2% | $2,177-16.6% |
| Participant deferral / active EE | $0 | $3,342-100.0% | $4,069-100.0% | $3,514-100.0% |
| Admin fee / account holder | $183 | $6,897-97.4% | $7,888-97.7% | $847-78.5% |