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.6+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $1,342,872 |
AMERICAN FUNDS6+ years Filed as: ADVANCED CAPITAL GROUP Service code 26 · EIN 41-1921960 | Advisory (Participants) | $56,250 |
GRANT THORNTON LLP5 years Service code 10 · EIN 36-6055558 | Accounting | $30,976 |
FOX ROTHSCHILD LLP1 year Service code 29 · EIN 23-1404723 | Legal | $7,294 |
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 | $120,858 | $84,517+43.0% | $133,956-9.8% | $93,223+29.6% |
| Participation rate | 98.0% | 81.9%+16.2pp | 79.8%+18.2pp | 74.9%+23.1pp |
| Annual return | 16.37% | 16.66%-0.3pp | 45.09%-28.7pp | 19.29%-2.9pp |
| Employer contribution / active EE | $3,673 | $2,296+60.0% | $3,919-6.3% | $2,680+37.1% |
| Participant deferral / active EE | $7,232 | $4,286+68.7% | $5,048+43.3% | $4,563+58.5% |
| Admin fee / account holder | $126 | $66+90.5% | $8,927-98.6% | $79+59.0% |