Filed January 13, 2016 (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.
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 |
|---|---|---|
VANTAGE FINANCIAL GROUP2 years Filed as: VANTAGE FINANCIAL GROUP INC Service code 27 · EIN 34-1051417 | Advisory (Plan) | $49,219 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $29,720 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,658 | $54,705+195.5% | $71,209+127.0% | $84,808+90.6% |
| Participation rate | 98.7% | 64.1%+34.6pp | 73.8%+24.9pp | 68.3%+30.4pp |
| Annual return | 15.93% | 35.90%-20.0pp | 282.51%-266.6pp | 40.90%-25.0pp |
| Employer contribution / active EE | $6,164 | $2,158+185.6% | $2,721+126.5% | $2,631+134.3% |
| Participant deferral / active EE | $11,183 | $3,030+269.0% | $4,175+167.8% | $4,212+165.5% |
| Admin fee / account holder | $622 | $4,863-87.2% | $5,349-88.4% | $7,344-91.5% |