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.3+ years Filed as: VANGUARD GROUP INC. Service code 21 · EIN 23-1945930 | Bank Trustee | $1,012,593 |
AMERICAN FUNDS3+ years Filed as: ADVANCED CAPITAL GROUP Service code 27 · EIN 41-1921960 | Advisory (Plan) | $90,000 |
WELLS FARGO BANK, N.A.3+ years Filed as: GALLIARD CAPITAL MANAGEMENT INC. Service code 52 · EIN 41-1813702 | Indirect Investment Fees | $86,148 |
GRANT THORNTON LLP2 years Service code 10 · EIN 36-6055558 | Accounting | $29,380 |
FOX ROTHSCHILD LLP2 years Filed as: FOX ROTHSCHILD, LLP Service code 29 · EIN 23-1404723 | Legal | $14,384 |
AON CONSULTING1 year Service code 16 · EIN 22-2232264 | Consulting | $9,000 |
INHOUSE MEDIA1 year Service code 99 · EIN 41-1862903 | Other Fees | $1,286 |
DORSEY & WHITNEY LLP1 year Service code 29 · EIN 41-0223337 | Legal | $1,228 |
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 | $91,585 | $77,180+18.7% | $117,854-22.3% | $177,276-48.3% |
| Participation rate | 99.0% | 85.8%+13.2pp | 79.7%+19.3pp | 74.8%+24.1pp |
| Annual return | 18.32% | 20.91%-2.6pp | 335.08%-316.8pp | 21.25%-2.9pp |
| Employer contribution / active EE | $2,246 | $1,992+12.7% | $3,786-40.7% | $2,479-9.4% |
| Participant deferral / active EE | $5,833 | $3,956+47.4% | $4,482+30.1% | $3,881+50.3% |
| Admin fee / account holder | $94 | $54+72.8% | $8,020-98.8% | $154-39.0% |