Filed January 21, 2016
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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $349,944 |
Service code 10 · EIN 36-4291971 | Accounting | $169,166 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $151,591 |
CLIFTONLARSONALLEN LLP1 year Filed as: CRI Service code 10 · EIN 72-1396621 | Accounting | $45,500 |
MERCER1 year Service code 10 · EIN 30-0282430 | Accounting | $30,300 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,859 | $110,299-3.1% | $102,423+4.3% | $199,593-46.5% |
| Participation rate | 96.9% | 86.3%+10.6pp | 76.5%+20.4pp | 72.0%+24.9pp |
| Annual return | 16.02% | 35.73%-19.7pp | 29.32%-13.3pp | 34.25%-18.2pp |
| Employer contribution / active EE | $5,346 | $3,603+48.4% | $3,023+76.8% | $3,034+76.2% |
| Participant deferral / active EE | $7,666 | $6,376+20.2% | $5,053+51.7% | $5,087+50.7% |
| Admin fee / account holder | $166 | $122+35.6% | $9,451-98.2% | $269-38.3% |