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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,377,314 |
Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 27 · EIN 52-1868818 | Advisory (Plan) | $109,731 |
Filed as: BANKS FINLEY WHITE & CO Service code 27 · EIN 63-0834690 | Advisory (Plan) | $24,640 |
GROOM LAW GROUP1 year Filed as: GROOM LAW GROUP CHARTERED Service code 29 · EIN 52-1219029 | Legal | $10,316 |
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 | $149,726 | $225,489-33.6% | $81,930+82.8% | $93,223+60.6% |
| Participation rate | 98.8% | 80.7%+18.1pp | 72.0%+26.8pp | 74.9%+23.9pp |
| Annual return | 14.05% | 14.44%-0.4pp | 29.49%-15.4pp | 19.29%-5.2pp |
| Employer contribution / active EE | $6,343 | $3,151+101.3% | $4,310+47.2% | $2,680+136.7% |
| Participant deferral / active EE | $7,042 | $4,408+59.8% | $7,107-0.9% | $4,563+54.3% |
| Admin fee / account holder | $117 | $185-36.5% | $5,158-97.7% | $79+48.2% |