Filed March 25, 2014 (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 |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 PO BOX 1101 · VALLEY FORGE, PA 194831101 | Recordkeeping | $16,250 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $13,178 |
EPIC RETIREMENT PLAN SERVICES10+ years Filed as: KDP RETIREMENT PLAN SERVICES, INC. Service code 13 · EIN 38-3478073 3060 LAKE EASTBROOK BLVD SE · GRAND RAPIDS, MI 49512 | Contract Administrator | $10,931 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,375 | $89,465-50.4% | $164,866-73.1% | $77,671-42.9% |
| Participation rate | 43.1% | 78.6%-35.5pp | 78.6%-35.5pp | 70.6%-27.5pp |
| Annual return | 13.52% | 28.81%-15.3pp | 69.97%-56.5pp | 31.21%-17.7pp |
| Employer contribution / active EE | $955 | $2,568-62.8% | $4,343-78.0% | $2,726-65.0% |
| Participant deferral / active EE | $2,124 | $4,897-56.6% | $6,033-64.8% | $4,648-54.3% |
| Admin fee / account holder | $221 | $340-35.0% | $12,689-98.3% | $430-48.7% |