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 |
THE VANGUARD GROUP, INC.6 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $7,414 |
QRPS, INC.2 years Service code 15 PO BOX 99163 · RALEIGH, NC 276249163 | Recordkeeping | $2,625 |
ASCENSUS LLC5 years Filed as: ASCENSUS Service code 18 · EIN 11-3665754 | Custodial (other than securities) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,079 | $61,156+102.9% | $185,823-33.2% | $79,386+56.3% |
| Participation rate | 100.0% | 66.6%+33.4pp | 81.7%+18.3pp | 70.7%+29.3pp |
| Annual return | 14.17% | 19.45%-5.3pp | 122.05%-107.9pp | 116.85%-102.7pp |
| Employer contribution / active EE | $6,008 | $2,321+158.9% | $5,167+16.3% | $2,427+147.5% |
| Participant deferral / active EE | $4,101 | $2,789+47.1% | $5,568-26.3% | $4,046+1.4% |
| Admin fee / account holder | $127 | $710-82.1% | $16,237-99.2% | $626-79.7% |