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 |
|---|---|---|
VARNUM LLP7+ years Filed as: VARNUM, RIDDERING, SCHMIDT & HOWLET Service code 29 · EIN 38-1294924 | Legal | $19,003 |
VISION ESOP VALUATION4 years Filed as: VISION ESOP VALUATION, LLC Service code 34 · EIN 82-5516548 | Valuation (appraisals, etc.); Direct ... | $13,500 |
BEENE GARTER LLP3 years Service code 10 · EIN 38-1337372 | Accounting | $8,750 |
WATKINS ROSS7+ years Filed as: WATKINS ROSS & CO Service code 15 · EIN 38-1477362 | Recordkeeping | $7,228 |
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 49 200 DRYDEN RD · DRESHER, PA 19025 | Other Services | $2,550 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,040 | $72,607-11.8% | $90,749-29.4% | $66,914-4.3% |
| Participation rate | 100.0% | 73.7%+26.3pp | 75.7%+24.3pp | 69.8%+30.2pp |
| Annual return | 16.16% | -12.28%+28.4pp | -12.16%+28.3pp | 1.58%+14.6pp |
| Employer contribution / active EE | $3,682 | $2,369+55.4% | $2,921+26.1% | $2,544+44.7% |
| Participant deferral / active EE | $0 | $3,977-100.0% | $4,564-100.0% | $4,237-100.0% |
| Admin fee / account holder | $395 | $707-44.2% | $8,445-95.3% | $593-33.5% |