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 |
|---|---|---|
VISION ESOP VALUATION2 years Filed as: VISION ESOP VALUATION, LLC Service code 34 · EIN 82-5516548 | Valuation (appraisals, etc.) | $19,250 |
BEENE GARTER LLP1 year Service code 10 · EIN 38-1337372 | Accounting | $10,487 |
WATKINS ROSS5+ years Filed as: WATKINS ROSS & CO Service code 15 · EIN 38-1477362 | Recordkeeping | $7,438 |
ESOP ECONOMICS3 years Service code 49 1608 WALNUT ST STE 1501 · PHILADELPHIA, PA 19103 | Other Services | $2,550 |
VARNUM LLP5+ years Filed as: VARNUM, RIDDERING, SCHMIDT & HOWLET Service code 29 · EIN 38-1294924 | Legal | $440 |
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 | $49,745 | $70,908-29.8% | $98,907-49.7% | $73,488-32.3% |
| Participation rate | 100.0% | 73.8%+26.2pp | 76.0%+24.0pp | 70.7%+29.3pp |
| Annual return | 2.96% | 34.17%-31.2pp | 196.43%-193.5pp | 28.51%-25.6pp |
| Employer contribution / active EE | $2,701 | $2,036+32.7% | $2,689+0.5% | $2,270+19.0% |
| Participant deferral / active EE | $0 | $3,500-100.0% | $4,244-100.0% | $3,740-100.0% |
| Admin fee / account holder | $262 | $535-51.0% | $6,642-96.1% | $513-48.9% |