Filed February 18, 2016
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Filed as: VANGUARD Service code 27 · EIN 23-2186884 | Advisory (Plan) | $53,124 |
BUKATY COMPANIES O'RENICK WEALTH2+ years Filed as: BUKATY CO. Service code 16 · EIN 48-1247860 | Consulting | $52,270 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $309,476 | $54,392+469.0% | $84,750+265.2% | $63,975+383.7% |
| Participation rate | 100.0% | 76.9%+23.1pp | 76.6%+23.4pp | 71.1%+28.9pp |
| Annual return | 20.07% | 611.38%-591.3pp | 22.78%-2.7pp | 48.65%-28.6pp |
| Employer contribution / active EE | $10,306 | $2,943+250.2% | $3,574+188.4% | $2,182+372.4% |
| Participant deferral / active EE | $3,641 | $2,593+40.4% | $3,712-1.9% | $3,356+8.5% |
| Admin fee / account holder | $25 | $136-81.3% | $5,332-99.5% | $70-64.0% |