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.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $695,385 |
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $623,301 |
Filed as: WILLIS TOWERS WATSON LLC Service code 27 · EIN 53-0181291 | Advisory (Plan) | $196,463 |
BRICKER GRAYDON LLP2 years Service code 29 · EIN 31-4359739 | Legal | $109,452 |
BATTELLE MEMORIAL INSTITUTE9+ years Service code 14 · EIN 31-4379427 | Plan Administrator | $87,073 |
MEADEN & MOORE, LTD.2 years Filed as: MEADEN & MOORE Service code 27 · EIN 34-1818258 | Advisory (Plan) | $49,900 |
GROOM LAW GROUP1 year Service code 29 · EIN 52-1219029 | Legal | $30,940 |
QDRO CONSULTANTS COMPANY, LLC9+ years Filed as: QDRO CONSULTANTS Service code 29 · EIN 34-1820650 | Legal | $5,600 |
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 | $233,306 | $119,627+95.0% | $146,958+58.8% | $99,062+135.5% |
| Participation rate | 97.3% | 73.4%+23.9pp | 82.2%+15.2pp | 71.6%+25.7pp |
| Annual return | 16.79% | 28.82%-12.0pp | 418.34%-401.5pp | 17.66%-0.9pp |
| Employer contribution / active EE | $5,722 | $4,153+37.8% | $4,933+16.0% | $3,262+75.4% |
| Participant deferral / active EE | $12,234 | $7,997+53.0% | $8,070+51.6% | $5,331+129.5% |
| Admin fee / account holder | $135 | $150-10.0% | $12,998-99.0% | $109+23.5% |