Filed June 28, 2015 (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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 |
|---|---|---|
DUNBAR, BENDER & ZAPF, INC.2 years Service code 10 · EIN 25-1650062 400 HOLIDAY DRIVE, SUITE 102 · PITTSBURGH, PA 15220 | Accounting | $0 |
THE VANGUARD GROUP, INC.4 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $0 |
TRIAD ADVISORS INC4 years Filed as: TRIAD HYBRID SOLUTIONS Service code 27 · EIN 65-0701248 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,115 | $101,499+1.6% | $147,005-29.9% | $74,546+38.3% |
| Participation rate | 89.2% | 75.5%+13.6pp | 82.2%+7.0pp | 67.2%+21.9pp |
| Annual return | 12.46% | 8732.34%-8719.9pp | 418.76%-406.3pp | 1366.03%-1353.6pp |
| Employer contribution / active EE | $1,897 | $3,811-50.2% | $4,934-61.5% | $2,624-27.7% |
| Participant deferral / active EE | $8,939 | $7,304+22.4% | $8,070+10.8% | $4,347+105.6% |
| Admin fee / account holder | $271 | $1,748-84.5% | $13,006-97.9% | $1,944-86.1% |