Filed July 12, 2018 (most recent of 4 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 |
|---|---|---|
THE VANGUARD GROUP, INC.8+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $63,057 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS, INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $15,246 |
PKF O'CONNOR DAVIES, LLP1 year Filed as: PKF O'CONNOR DAVIES LLP Service code 10 · EIN 27-1728945 | Accounting | $15,100 |
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 | $245,996 | $110,094+123.4% | $151,611+62.3% | $68,494+259.1% |
| Participation rate | 89.4% | 84.0%+5.4pp | 87.5%+1.9pp | 67.9%+21.5pp |
| Annual return | -12.95% | -10.12%-2.8pp | 3.33%-16.3pp | -7.84%-5.1pp |
| Employer contribution / active EE | $9,328 | $4,471+108.7% | $6,166+51.3% | $2,596+259.3% |
| Participant deferral / active EE | $17,487 | $6,527+167.9% | $8,363+109.1% | $4,027+334.2% |
| Admin fee / account holder | $511 | $7,719-93.4% | $11,616-95.6% | $5,403-90.5% |