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.1+ years Filed as: VANGUARD GROUP INC. Service code 26 · EIN 23-1945930 | Advisory (Participants) | $423,396 |
WELLS FARGO BANK, N.A.1+ years Filed as: GALLIARD CAPITAL MANAGEMENT INC. Service code 52 · EIN 41-1813702 | Indirect Investment Fees | $70,864 |
AMERICAN FUNDS1+ years Filed as: ADVANCED CAPITAL GROUP Service code 29 · EIN 41-1921960 | Legal | $32,000 |
OPPENHEIMER1+ years Filed as: OPPENHEIMER WOLFF & DONNELLY LLP Service code 29 · EIN 41-0677208 | Legal | $19,585 |
PRICEWATERHOUSECOOPERS LLP1+ years Service code 10 · EIN 13-4008324 | Accounting | $5,243 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $76,614 | $69,298+10.6% | $94,224-18.7% | $67,505+13.5% |
| Participation rate | 89.7% | 78.7%+11.0pp | 78.8%+11.0pp | 71.2%+18.5pp |
| Annual return | 14.23% | 4.36%+9.9pp | 10.68%+3.5pp | 6.52%+7.7pp |
| Employer contribution / active EE | $2,642 | $1,785+48.0% | $3,587-26.3% | $2,173+21.6% |
| Participant deferral / active EE | $4,485 | $3,471+29.2% | $4,320+3.8% | $3,597+24.7% |
| Admin fee / account holder | $42 | $59-28.9% | $6,269-99.3% | $56-25.5% |