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.2+ years Filed as: VANGUARD GROUP INC. Service code 26 · EIN 23-1945930 | Advisory (Participants) | $452,584 |
WELLS FARGO BANK, N.A.2+ years Filed as: GALLIARD CAPITAL MANAGEMENT INC. Service code 52 · EIN 41-1813702 | Indirect Investment Fees | $105,011 |
GRANT THORNTON LLP1 year Service code 10 · EIN 36-6055558 | Accounting | $51,480 |
FOX ROTHSCHILD LLP1 year Filed as: FOX ROTHSCHILD, LLP Service code 29 · EIN 23-1404723 | Legal | $25,530 |
AMERICAN FUNDS2+ years Filed as: ADVANCED CAPITAL GROUP Service code 29 · EIN 41-1921960 | Legal | $11,250 |
Service code 36 · EIN 36-2975414 | Copying and duplicating | $8,966 |
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 | $77,091 | $70,961+8.6% | $108,579-29.0% | $65,292+18.1% |
| Participation rate | 98.9% | 80.9%+18.0pp | 79.6%+19.4pp | 72.4%+26.5pp |
| Annual return | 8.72% | 10.24%-1.5pp | -51.70%+60.4pp | 11.84%-3.1pp |
| Employer contribution / active EE | $3,104 | $1,833+69.3% | $3,758-17.4% | $2,302+34.8% |
| Participant deferral / active EE | $5,268 | $3,662+43.8% | $4,311+22.2% | $3,579+47.2% |
| Admin fee / account holder | $43 | $43+0.6% | $7,645-99.4% | $57-25.3% |