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 VALUATION3 years Filed as: VISION ESOP VALUATION, LLC Service code 34 · EIN 82-5516548 | Valuation (appraisals, etc.) | $13,000 |
WATKINS ROSS6+ years Filed as: WATKINS ROSS & CO Service code 15 · EIN 38-1477362 | Recordkeeping | $8,648 |
BEENE GARTER LLP2 years Service code 10 · EIN 38-1337372 | Accounting | $6,713 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 49 200 DRYDEN RD · DRESHER, PA 19025 | Other Services | $2,550 |
VARNUM LLP6+ years Filed as: VARNUM, RIDDERING, SCHMIDT & HOWLET Service code 29 · EIN 38-1294924 | Legal | $285 |
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 | $53,583 | $79,428-32.5% | $106,548-49.7% | $79,386-32.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 76.1%+23.9pp | 70.7%+29.3pp |
| Annual return | 3.67% | 18.27%-14.6pp | 26.80%-23.1pp | 116.85%-113.2pp |
| Employer contribution / active EE | $3,148 | $2,234+40.9% | $2,819+11.7% | $2,427+29.7% |
| Participant deferral / active EE | $0 | $3,823-100.0% | $4,398-100.0% | $4,046-100.0% |
| Admin fee / account holder | $212 | $523-59.4% | $7,407-97.1% | $626-66.1% |