Filed February 5, 2018 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Filed as: VANGUARD FIDUCIARY TRUST CO Service code 15 · EIN 23-2186884 P.O. BOX 1110 · VALLEY FORGE, PA 194821110 | Recordkeeping | $143,425 |
BAKER TILLY US, LLP6 years Service code 10 · EIN 39-0859910 20 STANWIX ST. SUITE 800 · PITTSBURGH, PA 15222 | Accounting | $14,050 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 3 reportable transactions with Solo.
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Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,263 | $122,693-13.4% | $184,203-42.3% | $199,593-46.8% |
| Participation rate | 94.7% | 86.8%+7.9pp | 86.8%+7.9pp | 72.0%+22.8pp |
| Annual return | 23.80% | 143.91%-120.1pp | 28.81%-5.0pp | 34.25%-10.5pp |
| Employer contribution / active EE | $847 | $4,584-81.5% | $6,427-86.8% | $3,034-72.1% |
| Participant deferral / active EE | $5,741 | $7,990-28.2% | $9,131-37.1% | $5,087+12.9% |
| Admin fee / account holder | $63 | $121-47.9% | $13,901-99.5% | $269-76.6% |