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: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $793,672 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC Service code 26 · EIN 23-2811930 | Advisory (Participants) | $665,142 |
WILLIS TOWERS WATSON US LLC3 years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 16 · EIN 52-1868818 | Consulting | $93,912 |
Service code 37 · EIN 04-2647786 | Loan Processing | $44,667 |
GROOM LAW GROUP3 years Filed as: GROOM LAW GROUP CHARTERED Service code 16 · EIN 52-1219029 | Consulting | $25,276 |
BANKS, FINLEY, WHITE & CO.8+ years Service code 10 · EIN 58-1779663 | Accounting | $18,475 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,164 | $89,394+29.9% | $70,092+65.7% | $89,394+29.9% |
| Participation rate | 98.0% | 71.3%+26.7pp | 70.5%+27.5pp | 71.3%+26.7pp |
| Annual return | -14.30% | -11.89%-2.4pp | 190.73%-205.0pp | -11.89%-2.4pp |
| Employer contribution / active EE | $4,690 | $3,022+55.2% | $2,559+83.3% | $3,022+55.2% |
| Participant deferral / active EE | $6,774 | $5,123+32.2% | $3,849+76.0% | $5,123+32.2% |
| Admin fee / account holder | $87 | $79+10.0% | $6,267-98.6% | $79+10.0% |