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.3+ years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $1,007,660 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON INVESTMENT SERVICES, Service code 27 · EIN 20-3146968 | Advisory (Plan) | $99,707 |
BANKS, FINLEY, WHITE & CO.3+ years Service code 10 · EIN 63-0834690 | Accounting | $34,983 |
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $30,000 |
GROOM LAW GROUP1 year Filed as: GROOM LAW GROUP, CHARTERED Service code 27 · EIN 52-1219029 | Advisory (Plan) | $6,083 |
THE VANGUARD GROUP, INC.3+ 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 | $135,193 | $94,339+43.3% | $75,670+78.7% | $177,276-23.7% |
| Participation rate | 98.9% | 80.3%+18.6pp | 72.3%+26.6pp | 74.8%+24.1pp |
| Annual return | 15.12% | 18.58%-3.5pp | 27.34%-12.2pp | 21.25%-6.1pp |
| Employer contribution / active EE | $4,272 | $2,982+43.3% | $2,352+81.6% | $2,479+72.3% |
| Participant deferral / active EE | $6,315 | $3,974+58.9% | $3,142+101.0% | $3,881+62.7% |
| Admin fee / account holder | $98 | $53+85.6% | $5,800-98.3% | $154-36.3% |