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.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $841,306 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $557,538 |
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWERS WATSON LLC Service code 27 · EIN 53-0181291 | Advisory (Plan) | $104,500 |
Filed as: WILLIS TOWERS WATSON INV SVCS INC Service code 27 · EIN 52-1868818 | Advisory (Plan) | $99,953 |
BRICKER GRAYDON LLP3 years Service code 29 · EIN 31-4359739 | Legal | $97,052 |
BATTELLE MEMORIAL INSTITUTE10+ years Service code 14 · EIN 31-4379427 | Plan Administrator | $94,450 |
GROOM LAW GROUP1 year Filed as: GROOM LAW GROUP, CHARTERED Service code 29 · EIN 52-1219029 | Legal | $63,945 |
MEADEN & MOORE, LTD.3 years Filed as: MEADEN & MOORE Service code 27 · EIN 34-1818258 | Advisory (Plan) | $61,999 |
Filed as: TOWERS WATSON INVESTMENT SERVICES I Service code 27 · EIN 52-1868818 | Advisory (Plan) | $20,393 |
ANTONIO CAXIDE1 year Service code 17 109 SEA MARSH ROAD · FERNANDINA BEACH, FL 32034 | Pension Consulting | $9,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $253,713 | $147,538+72.0% | $150,045+69.1% | $117,739+115.5% |
| Participation rate | 97.4% | 72.5%+24.9pp | 82.3%+15.1pp | 76.6%+20.8pp |
| Annual return | 13.06% | 16.95%-3.9pp | 62.55%-49.5pp | 17.29%-4.2pp |
| Employer contribution / active EE | $5,874 | $4,350+35.0% | $4,693+25.2% | $3,746+56.8% |
| Participant deferral / active EE | $13,078 | $8,925+46.5% | $7,997+63.5% | $6,128+113.4% |
| Admin fee / account holder | $144 | $125+15.3% | $13,435-98.9% | $112+29.1% |