Filed December 20, 2018 (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 9-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 |
|---|---|---|
WALTER SCOTT & PARTNERS LIMITED2+ years Service code 28 · EIN 98-0465834 | Investment Management | $72,629 |
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $62,646 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,120 | $75,284+163.2% | $91,001+117.7% | $69,631+184.5% |
| Participation rate | 99.2% | 80.4%+18.8pp | 75.6%+23.6pp | 70.7%+28.5pp |
| Annual return | 15.95% | 48.40%-32.5pp | 4.60%+11.3pp | 27571.02%-27555.1pp |
| Employer contribution / active EE | $16,051 | $2,473+549.1% | $2,456+553.7% | $2,032+689.9% |
| Participant deferral / active EE | $11,063 | $3,700+199.0% | $3,547+211.9% | $3,224+243.2% |
| Admin fee / account holder | $131 | $111+18.6% | $5,417-97.6% | $110+18.8% |