Filed April 23, 2018 (most recent of 2 filings on file)
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 6-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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $316,116 |
SPENCER FANE LLP3 years Service code 29 · EIN 44-0561981 | Legal | $5,628 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,472 | $100,852+69.0% | $90,404+88.6% | $158,922+7.3% |
| Participation rate | 0.0% | 75.0%-75.0pp | 72.7%-72.7pp | 82.0%-82.0pp |
| Annual return | 4.06% | 1724.20%-1720.1pp | 1293.02%-1289.0pp | 302.83%-298.8pp |
| Employer contribution / active EE | $15,218,959 | $3,689+412503.8% | $3,262+466459.1% | $4,761+319549.1% |
| Participant deferral / active EE | $1,485,638 | $4,348+34069.9% | $3,963+37384.9% | $5,982+24734.6% |
| Admin fee / account holder | $233 | $6,501-96.4% | $5,611-95.8% | $11,246-97.9% |