Filed January 20, 2015
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.1 year Filed as: VANGUARD GROUP INC Service code 15 · EIN 23-1945930 | Recordkeeping | $330,481 |
SEYFARTH SHAW LLP3 years Filed as: SEYFARTH SHAW Service code 29 · EIN 36-2152202 | Legal | $32,819 |
GRANT THORNTON LLP3 years Service code 10 · EIN 36-6055558 | Accounting | $26,280 |
MAH & ASSOCIATES, LLP1 year Filed as: MAH & ASSOCIATES Service code 10 · EIN 94-3342694 | Accounting | $24,500 |
ADP BROKER-DEALER1 year Filed as: AUTOMATIC DAT PROCESSING INC22-1467 Service code 99 · EIN 22-1467904 | Other Fees | $23,800 |
COOK STREET CONSULTING1 year Filed as: COOK MARTIN POULSON, PC Service code 10 · EIN 87-0517946 | Accounting | $2,415 |
AON CONSULTING3 years Filed as: AON HEWITT INVESTMENT Service code 16 · EIN 36-3109431 | Consulting | $75 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $58,658 | $78,852-25.6% | $76,768-23.6% | $75,289-22.1% |
| Participation rate | 99.1% | 85.0%+14.2pp | 77.0%+22.2pp | 72.4%+26.7pp |
| Annual return | -5.68% | -1.29%-4.4pp | 2.43%-8.1pp | -0.04%-5.6pp |
| Employer contribution / active EE | $3,160 | $2,794+13.1% | $2,485+27.2% | $2,405+31.4% |
| Participant deferral / active EE | $4,754 | $4,800-0.9% | $3,852+23.4% | $3,739+27.2% |
| Admin fee / account holder | $81 | $79+2.8% | $6,675-98.8% | $102-20.6% |