Filed January 4, 2017 (most recent of 2 filings on file)
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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $68,559 |
T ROWE PRICE RPS INC1 year Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $10,022 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,201 | $52,660+69.4% | $86,612+3.0% | $80,160+11.3% |
| Participation rate | 71.0% | 62.4%+8.6pp | 71.7%-0.7pp | 72.9%-1.9pp |
| Annual return | 16.13% | 24.87%-8.7pp | 591.07%-574.9pp | 40.38%-24.2pp |
| Employer contribution / active EE | $3,543 | $2,140+65.6% | $3,022+17.2% | $2,978+19.0% |
| Participant deferral / active EE | $2,552 | $3,215-20.6% | $4,438-42.5% | $5,017-49.1% |
| Admin fee / account holder | $58 | $113-48.2% | $5,614-99.0% | $145-59.7% |