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.9+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $46,997 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS, INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $15,643 |
PKF O'CONNOR DAVIES, LLP2 years Filed as: PKF O'CONNOR DAVIES LLP Service code 10 · EIN 27-1728945 | Accounting | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $297,392 | $125,758+136.5% | $169,993+74.9% | $75,163+295.7% |
| Participation rate | 85.9% | 83.6%+2.3pp | 87.0%-1.1pp | 67.2%+18.7pp |
| Annual return | 16.35% | 27.20%-10.9pp | 53.37%-37.0pp | 160.62%-144.3pp |
| Employer contribution / active EE | $8,294 | $4,615+79.7% | $6,785+22.2% | $2,670+210.7% |
| Participant deferral / active EE | $18,988 | $6,837+177.7% | $10,408+82.4% | $4,125+360.3% |
| Admin fee / account holder | $350 | $8,173-95.7% | $12,815-97.3% | $5,651-93.8% |