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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $607,391 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $482,353 |
GRAYDON HEAD & RITCHEY7+ years Service code 29 · EIN 31-0565234 | Legal | $85,103 |
WILLIS TOWERS WATSON US LLC3 years Filed as: WILLIS TOWERS WATSON Service code 27 · EIN 52-1868818 | Advisory (Plan) | $75,000 |
CROWE LLP3 years Service code 27 · EIN 35-0921680 | Advisory (Plan) | $31,950 |
BATTELLE MEMORIAL INSTITUTE7+ years Service code 14 · EIN 31-4379427 | Plan Administrator | $11,081 |
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 | $193,377 | $93,773+106.2% | $125,339+54.3% | $78,044+147.8% |
| Participation rate | 97.0% | 75.6%+21.4pp | 82.4%+14.6pp | 74.4%+22.6pp |
| Annual return | -14.10% | 277.78%-291.9pp | 572.05%-586.1pp | 10.87%-25.0pp |
| Employer contribution / active EE | $5,107 | $3,678+38.8% | $4,814+6.1% | $3,125+63.4% |
| Participant deferral / active EE | $11,110 | $6,971+59.4% | $7,446+49.2% | $5,084+118.5% |
| Admin fee / account holder | $102 | $67+52.0% | $10,010-99.0% | $79+29.0% |