Filed October 7, 2016 (most recent of 2 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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $19,853 |
PBMARES, LLP3 years Filed as: PBMARES Service code 10 PO BOX 844562 · BOSTON, MA 02284 | Accounting | $10,400 |
Filed as: FIDUCIARY WEALTH MANAGEMENT Service code 27 4604 H PINECREST OFFICE PARK DR · ALEXANDRIA, VA 22312 | Advisory (Plan) | $8,093 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $55,418 | $51,620+7.4% | $90,281-38.6% | $65,185-15.0% |
| Participation rate | 99.2% | 68.6%+30.6pp | 73.3%+25.9pp | 70.2%+29.0pp |
| Annual return | 20.77% | 24.94%-4.2pp | 78.10%-57.3pp | 29.38%-8.6pp |
| Employer contribution / active EE | $3,439 | $2,235+53.9% | $2,854+20.5% | $2,177+58.0% |
| Participant deferral / active EE | $2,636 | $2,871-8.2% | $3,885-32.2% | $3,514-25.0% |
| Admin fee / account holder | $234 | $384-39.2% | $5,351-95.6% | $847-72.4% |