Filed June 30, 2016 (most recent of 3 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 Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $464,688 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS, INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $436,075 |
AMERICAN FUNDS2 years Filed as: ADVANCED CAPITAL GROUP, INC. Service code 27 · EIN 41-1921960 | Advisory (Plan) | $90,000 |
GRANT THORNTON LLP9 years Service code 10 · EIN 36-6055558 | Accounting | $8,066 |
Annual investment return 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 | $134,804 | $93,462+44.2% | $164,813-18.2% | $99,062+36.1% |
| Participation rate | 97.8% | 79.9%+17.9pp | 78.6%+19.2pp | 71.6%+26.2pp |
| Annual return | 13.28% | 15.71%-2.4pp | 69.93%-56.6pp | 17.66%-4.4pp |
| Employer contribution / active EE | $5,055 | $3,099+63.1% | $4,341+16.4% | $3,262+55.0% |
| Participant deferral / active EE | $9,306 | $5,366+73.4% | $6,031+54.3% | $5,331+74.5% |
| Admin fee / account holder | $80 | $81-2.1% | $12,690-99.4% | $109-26.9% |