Filed January 20, 2016
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 |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES Service code 26 · EIN 35-2552359 | Advisory (Participants) | $25,000 |
CHERRY BEKAERT LLP1 year Service code 10 PO BOX 25549 · RICHMOND, VA 23260 | Accounting | $11,102 |
THE VANGUARD GROUP, INC.5 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $9,898 |
QRPS, INC.1 year Service code 15 PO BOX 99163 · RALEIGH, NC 276249163 | Recordkeeping | $1,275 |
ASCENSUS LLC4 years Filed as: ASCENSUS Service code 18 · EIN 11-3665754 | Custodial (other than securities) | $251 |
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 | $114,450 | $58,879+94.4% | $178,490-35.9% | $73,488+55.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 15.76% | 24.86%-9.1pp | 151.07%-135.3pp | 28.51%-12.8pp |
| Employer contribution / active EE | $6,024 | $2,236+169.4% | $5,011+20.2% | $2,270+165.4% |
| Participant deferral / active EE | $3,578 | $2,567+39.4% | $5,202-31.2% | $3,740-4.3% |
| Admin fee / account holder | $238 | $400-40.5% | $13,984-98.3% | $513-53.6% |