Filed November 8, 2016
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 |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $915,651 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON INVESTMENT SERVICES, Service code 27 · EIN 20-3146968 | Advisory (Plan) | $99,714 |
BANKS, FINLEY, WHITE & CO.2+ years Service code 10 · EIN 63-0834690 | Accounting | $33,953 |
Filed as: WILLIS TOWERS WATSON Service code 38 · EIN 53-0181291 | Participant Communication | $30,000 |
THE HERSHEY COMPANY1 year Service code 29 · EIN 23-0691590 | Legal | $8,139 |
THE VANGUARD GROUP, INC.2+ years Service code 64 | Recordkeeping Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,740 | $92,488+33.8% | $70,014+76.7% | $65,292+89.5% |
| Participation rate | 91.1% | 81.7%+9.4pp | 71.8%+19.3pp | 72.4%+18.7pp |
| Annual return | 9.17% | 20.13%-11.0pp | 12.99%-3.8pp | 11.84%-2.7pp |
| Employer contribution / active EE | $3,512 | $3,198+9.8% | $2,338+50.2% | $2,302+52.6% |
| Participant deferral / active EE | $5,600 | $4,112+36.2% | $2,931+91.1% | $3,579+56.5% |
| Admin fee / account holder | $95 | $58+62.4% | $4,380-97.8% | $57+65.5% |