Filed November 16, 2016
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
VISION ESOP VALUATION1 year Service code 34 · EIN 82-5516548 | Valuation (appraisals, etc.); Other fees | $5,000 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,919 | $76,050-76.4% | $96,544-81.4% | $71,457-74.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 76.0%+24.0pp | 67.9%+32.1pp |
| Annual return | 23.59% | 22.81%+0.8pp | 25.84%-2.3pp | 28.85%-5.3pp |
| Employer contribution / active EE | $2,169 | $2,244-3.4% | $2,965-26.9% | $2,588-16.2% |
| Participant deferral / active EE | $0 | $4,215-100.0% | $4,851-100.0% | $4,289-100.0% |
| Admin fee / account holder | $41 | $2,707-98.5% | $8,252-99.5% | $1,587-97.4% |