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.1 year Filed as: THE VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $1,326,494 |
Filed as: TOWERS WATSON INV SVCS INC Service code 27 · EIN 52-1868818 | Advisory (Plan) | $126,031 |
GROOM LAW GROUP3 years Filed as: GROOM LAW GROUP, CHARTERED Service code 27 · EIN 52-1219029 | Advisory (Plan) | $17,162 |
THE VANGUARD GROUP, INC.5+ 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 | $141,852 | $92,153+53.9% | $76,817+84.7% | $82,204+72.6% |
| Participation rate | 99.0% | 79.4%+19.6pp | 72.1%+26.9pp | 73.4%+25.6pp |
| Annual return | 21.15% | 21.12%0pp | 1166.11%-1145.0pp | 26.31%-5.2pp |
| Employer contribution / active EE | $4,538 | $3,043+49.1% | $2,302+97.1% | $2,707+67.6% |
| Participant deferral / active EE | $6,618 | $4,304+53.8% | $3,336+98.4% | $4,246+55.9% |
| Admin fee / account holder | $121 | $70+72.9% | $6,420-98.1% | $76+60.6% |