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.4+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $1,154,052 |
AMERICAN FUNDS4+ years Filed as: ADVANCED CAPITAL GROUP Service code 26 · EIN 41-1921960 | Advisory (Participants) | $165,000 |
GRANT THORNTON LLP3 years Service code 10 · EIN 36-6055558 | Accounting | $17,910 |
FOX ROTHSCHILD LLP3 years Filed as: FOX ROTHSCHILD, LLP Service code 29 · EIN 23-1404723 | Legal | $2,660 |
AON CONSULTING2 years Service code 16 · EIN 22-2232264 | Consulting | $0 |
DORSEY & WHITNEY LLP2 years Service code 29 · EIN 41-0223337 | Legal | $0 |
WELLS FARGO BANK, N.A.4+ years Filed as: GALLIARD CAPITAL MANAGEMENT INC. Service code 52 · EIN 41-1813702 | Indirect Investment Fees | $0 |
INHOUSE MEDIA2 years Service code 99 · EIN 41-1862903 | Other Fees | $0 |
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 | $88,738 | $69,744+27.2% | $110,238-19.5% | $68,904+28.8% |
| Participation rate | 99.1% | 83.4%+15.6pp | 79.8%+19.3pp | 74.1%+25.0pp |
| Annual return | -3.67% | -2.58%-1.1pp | 314.74%-318.4pp | 1.07%-4.7pp |
| Employer contribution / active EE | $3,099 | $2,204+40.6% | $3,826-19.0% | $2,540+22.0% |
| Participant deferral / active EE | $6,541 | $4,131+58.3% | $4,672+40.0% | $4,015+62.9% |
| Admin fee / account holder | $124 | $67+85.7% | $8,547-98.5% | $71+74.4% |