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.4+ years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $1,188,821 |
WILLIS TOWERS WATSON US LLC4+ years Filed as: TOWERS WATSON INVESTMENT SERVICES, Service code 27 · EIN 52-1868818 | Advisory (Plan) | $144,184 |
BANKS, FINLEY, WHITE & CO.4+ years Service code 10 · EIN 63-0834690 | Accounting | $34,983 |
Filed as: TOWERS WATSON DE, INC Service code 11 · EIN 53-0181291 | Actuarial | $30,000 |
THE VANGUARD GROUP, INC.4+ years Service code 64 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $122,174 | $87,358+39.9% | $68,793+77.6% | $68,904+77.3% |
| Participation rate | 98.9% | 80.2%+18.8pp | 72.2%+26.7pp | 74.1%+24.8pp |
| Annual return | -5.78% | -3.98%-1.8pp | -4.63%-1.1pp | 1.07%-6.8pp |
| Employer contribution / active EE | $4,480 | $3,082+45.3% | $2,625+70.7% | $2,540+76.4% |
| Participant deferral / active EE | $6,512 | $4,259+52.9% | $3,311+96.7% | $4,015+62.2% |
| Admin fee / account holder | $121 | $68+78.6% | $5,131-97.6% | $71+69.2% |