Filed April 4, 2018 (most recent of 7 filings on file)
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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $824,247 |
BATTELLE MEMORIAL INSTITUTE5+ years Service code 14 · EIN 31-4379427 | Plan Administrator | $173,036 |
Filed as: WILLIS TOWERS WATSON Service code 27 · EIN 52-1868818 | Advisory (Plan) | $140,356 |
GRAYDON HEAD & RITCHEY5+ years Service code 29 · EIN 31-0565234 | Legal | $53,319 |
CROWE LLP1 year Service code 10 · EIN 35-0921680 | Accounting | $40,150 |
QDRO CONSULTANTS COMPANY, LLC5+ years Filed as: QDRO CONSULTANTS Service code 29 · EIN 34-1820650 | Legal | $5,626 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $194,689 | $108,759+79.0% | $149,696+30.1% | $93,223+108.8% |
| Participation rate | 97.8% | 70.7%+27.1pp | 82.5%+15.3pp | 74.9%+22.9pp |
| Annual return | 5.67% | 19.53%-13.9pp | 276.60%-270.9pp | 19.29%-13.6pp |
| Employer contribution / active EE | $4,973 | $2,777+79.1% | $4,644+7.1% | $2,680+85.6% |
| Participant deferral / active EE | $10,344 | $6,149+68.2% | $6,842+51.2% | $4,563+126.7% |
| Admin fee / account holder | $104 | $81+29.4% | $9,309-98.9% | $79+32.0% |