Filed July 18, 2016
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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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 |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $62,762 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $225,320 | $85,135+164.7% | $98,907+127.8% | $73,409+206.9% |
| Participation rate | 97.9% | 81.1%+16.8pp | 76.0%+21.9pp | 72.2%+25.8pp |
| Annual return | 14.90% | 19.14%-4.2pp | 196.43%-181.5pp | 59.29%-44.4pp |
| Employer contribution / active EE | $17,920 | $2,721+558.6% | $2,689+566.4% | $2,234+702.3% |
| Participant deferral / active EE | $14,826 | $4,349+240.9% | $4,244+249.3% | $3,805+289.6% |
| Admin fee / account holder | $141 | $139+1.4% | $6,642-97.9% | $158-10.6% |