Filed January 26, 2017 (most recent of 4 filings on file)
Total covered: 25 employees
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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $192,638 |
KENT RINKER4 years Filed as: KENT CORPORATION Service code 16 · EIN 42-0279585 | Consulting | $126,840 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $29,116 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $222,913 | $89,178+150.0% | $91,541+143.5% | $102,872+116.7% |
| Participation rate | 95.7% | 79.7%+16.1pp | 69.8%+25.9pp | 73.0%+22.7pp |
| Annual return | 11.85% | 14.52%-2.7pp | 20.50%-8.7pp | 19.06%-7.2pp |
| Employer contribution / active EE | $8,010 | $3,455+131.8% | $2,505+219.8% | $3,526+127.1% |
| Participant deferral / active EE | $8,238 | $4,657+76.9% | $4,008+105.5% | $5,535+48.8% |
| Admin fee / account holder | $138 | $134+2.8% | $6,956-98.0% | $292-52.8% |