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.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $19,078 |
Filed as: FIDUCIARY WEALTH MANAGEMENT Service code 27 11250 ROGER BACON DRIVE · RESTON, VA 20190 | Advisory (Plan) | $10,779 |
PBMARES, LLP1 year Filed as: PBMARES, LLP. Service code 10 · EIN 54-1140243 | Accounting | $7,100 |
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 | $74,362 | $57,651+29.0% | $112,229-33.7% | $71,457+4.1% |
| Participation rate | 100.0% | 58.9%+41.1pp | 72.4%+27.6pp | 67.9%+32.1pp |
| Annual return | 17.21% | 18.32%-1.1pp | 30.20%-13.0pp | 28.85%-11.6pp |
| Employer contribution / active EE | $4,368 | $1,913+128.3% | $3,430+27.3% | $2,588+68.8% |
| Participant deferral / active EE | $3,419 | $2,863+19.4% | $4,798-28.7% | $4,289-20.3% |
| Admin fee / account holder | $214 | $1,581-86.5% | $7,748-97.2% | $1,587-86.5% |