Filed February 21, 2017 (most recent of 4 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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $399,911 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $253,764 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $114,682 | $115,444-0.7% | $65,493+75.1% | $102,872+11.5% |
| Participation rate | 97.6% | 71.2%+26.4pp | 73.1%+24.5pp | 73.0%+24.6pp |
| Annual return | 18.66% | 15.94%+2.7pp | 982.45%-963.8pp | 19.06%-0.4pp |
| Employer contribution / active EE | $4,416 | $3,409+29.5% | $2,574+71.5% | $3,526+25.2% |
| Participant deferral / active EE | $11,045 | $4,118+168.2% | $3,961+178.8% | $5,535+99.5% |
| Admin fee / account holder | $112 | $123-8.9% | $5,028-97.8% | $292-61.6% |